Receipts

How do I connect a receipt to an expense?

How do I connect a receipt to an expense?

Connect receipts by using the AI Receipt Analyzer to automatically create a transaction or by manually linking a receipt to an existing record. We recommend the AI scanner to automate your data entry and keep your records audit-ready.

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.

‍

Related Video

Receipts - Never lose a receipt again!
Learn how to use the Receipts Inbox for digitizing your receipts.
3:23

Related FAQs

Still Have Questions?  DaveBot can help!

Get immediate, feature-specific answers without digging through articles. DaveBot is here 24/7 to provide detailed explanations, troubleshooting tips, and guidance on all FlipperForce tools.
Chat with DaveBot (Be Nice, I'm in Beta)!