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How do I connect a receipt to an expense?

Disclaimer: FlipperForce does not provide tax, legal, or accounting advice. This report and FAQ are for informational purposes only and should not be soley relied upon for tax compliance. Because IRS rules are complex and subject to change, we strongly recommend consulting with a qualified tax professional or accountant before making business decisions or filing returns.

There are two primary ways to link your receipts to your project expenses within FlipperForce:

Option 1: The AI Receipt Analyzer (Best & Fastest) – You can convert a receipt directly into a transaction from your Receipts Inbox. By using the new AI receipt scanner, the system automatically transcribes the data and creates a new entry in your Expense Tracker for you.

Option 2: Manual Linking – If you have already created a transaction in the Expense Tracker, you can manually link a receipt from your inbox to that existing record to keep your documentation organized.

While both options keep you audit-ready, we recommend using the AI Receipt Analyzer as the most efficient way to automate your bookkeeping and eliminate manual data entry.

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