How to Upload and Approve the Receipt List?

In Docyt, receipts are categorized into two types:

1. Business Receipts – Linked to business or corporate credit cards.

2. Expense Receipts – Linked to reimbursement expense reports (covered in a separate guide).

This article explains how to access and manage Business Receipts from the Receipt List in the Invoice module.

🔄 Receipt Workflow Overview

Docyt automates receipt processing through the following five-step workflow:

1. Collect

Capture receipts effortlessly by snapping photos using the Docyt app, emailing them, or directly uploading them to the Docyt web app.

1. Extract Docyt’s Machine Learning extracts key data from receipts, minimising manual entry and preventing duplicates.

2. Verify Authorized users can review and verify receipt details to ensure accuracy and compliance.

3. Reconcile Approved receipts are automatically synced with accounting platforms like QuickBooks for accurate transaction matching.

4. Update Financial statements such as the Balance Sheet and Profit & Loss (P&L) are updated to reflect verified receipt data.

How to Upload and Approve the Receipt:

1. Log in to the Docyt Dashboard.

2. From the top menu, click on Expense > Corporate Card > All Receipts.

3. Move the cursor to right and click on the Plus Icon on the top right, to upload a receipt.

4. Choose the option in the new window to upload the receipt.

5. Cross-check the information on the right-hand side section.

6. Once uploaded, move the cursor to the dropdown arrow next to Amount, and click on Approve Receipt Data.

7. A new window will be opened. Select Payment Account.

8. Move the cursor down and click on tab 'Approve Receipt-Review Next'.

Receipt Functions:

Click on the drop-down arrow next to the Amount field. that provides the following options:

1. Send Message – Communicate internally regarding the receipt.

2. Approve Receipt Data – Approve and lock in receipt details.

3. Split Receipt – Assign the financial account used for the transaction.

4. Forward – Enter the date the expense occurred.

5. Report an Issue – Remove the receipt from the list.

6. Export – Receipts are downloaded

7. Delete Receipt – This will delete the receipt that was uploaded by mistake, etc.