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      How to upload a receipt

      After making a purchase, the Budgetly app will prompt you to upload a receipt. One of the app's key features is its simple receipt upload process. This guide provides easy steps to help you attach a receipt to a transaction. 

      Tip: Before uploading receipts, ensure you have downloaded the Budgetly mobile app

       

      How to upload a receipt

      1. Open the Budgetly mobile app.

      2. Go to the Transactions tab and tap the relevant transaction.

      3. Tap Add Receipt.
      4. Choose one of the following options:
        • Take a Photo: Capture an image of your receipt, ensure it is clear and readable.
        • Upload from Gallery: Select an image from your device.

      Confirm and wait for the receipt upload to complete.

      Note:  Budgetly accepts receipt uploads in the following file formats: .jpeg, .jpg, .png, and .pdf.

        If your company is on our Premium plan, your GST will be automatically extracted. If not, you can manually add it.