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How do I connect a receipt to an expense?

Use the AI Receipt Analyzer to convert a receipt into a transaction automatically, or manually link a receipt to an existing expense record.

There are two ways to link a receipt to a project expense.

Option 1: AI Receipt Analyzer (fastest)

Convert a receipt directly into a transaction from your Receipts Inbox. The AI transcribes the data and creates the entry in your Expense Tracker for you.

Option 2: Manual linking

If you already created a transaction in the Expense Tracker, link a receipt from your inbox to that existing record.

Both keep you audit-ready. The AI Receipt Analyzer is the more efficient route since it eliminates the data entry.

Read the full article: How do I connect a receipt to an expense?

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