Adding Receipts to Expenses

Adding Receipts to Expenses

SiFi makes receipt handling effortless with automatic line item extraction, async processing, and bulk upload matching. You just upload receipts, and SiFi takes care of the rest.

🧾 How It Works

1. Auto-Populated Line Items

  • Once a receipt is uploaded, SiFi’s system automatically:

    • Extracts merchant, amount, date, and VAT

    • Populates line items (items, quantities, prices) into the expense form

  • Saves you time and reduces manual errors.

2. Missing Receipt Indicator

  • If an expense has no receipt attached, it will appear greyed out in the Expenses list.

  • Click the receipt icon directly to upload a missing document.

3. Asynchronous Processing

  • Receipts are processed in the background.

  • You can upload and move on — no need to wait on-screen.

  • Notifications will update once the receipt is fully processed.

4. Bulk Upload Support

  • Drop multiple receipts at once → SiFi processes them automatically.

  • The system tries to auto-match receipts to the right transactions.

  • Great for monthly batch uploads or scanning multiple receipts at once.

5. Unmatched Receipts

  • If a receipt can’t be matched, it will appear in your Inbox with suggested matches.

  • Simply review and confirm the correct match.

📲 Uploading Receipts

Method 1: Mobile Camera Capture

  • Click on expense

  • Tap Add Receipt → Take Photo.

  • Use flat surface, good lighting, and include corners.

  • Select expense → Add Receipt → From Gallery.

  • Supports multiple images at once.

Method 3: Desktop Upload

​

  • Click Upload Document.

  • Drag/drop or browse files (PDF, JPG, PNG, HEIC).

Method 4: Email Forwarding or bulk upload