iBE Help

Linking Receipts to an Imported Card Transaction

Updated on

Explains how to link receipts to an imported card transaction

My Expenses > Unclaimed app is a list of unclaimed imported bank card transactions. You can link a receipt to a bank card transaction to a new receipt from your desktop by:

  1. Clicking on the receipt icon for your unclaimed bank card transaction
  2. Uploading a new receipt from the desktop
  3. Selecting your file from your PC or laptop
  4. Confirming the upload, if applicable changing the name or type of the receipt.

Changing receipt name is not the same as expense item description, normally there is no need to modify the receipt name.

Alternatively you can link your imported / unclaimed bank card transaction to a previously uploaded receipt by:

  1. Clicking on the same receipt paperclip icon as above
  2. Instead of upload button, click on the chain or link button (shown above) to link a previously uploaded receipt
  3. Select the receipt from your receipt bank.

Finally, if you double-clicking on the row or click the pencil to open your transaction you can link a receipt in expense item details as explained below.

Linking Receipt in Imported Transaction Details

Linking Receipt in Imported Transaction Details

As shown above, once you open an imported transaction you can link a receipt by clicking on the buttons to either upload a new receipt or link an existing receipt which was previously uploaded.

You can also link receipts to imported bank card transactions in the iBE mobile phone (iOS/Android) expenses app.

Click here for information how to match an imported card transaction to a receipt (the reverse)

Previous Article Linking Receipts to an Expense Claim
Next Article Receipts attached to Claim Header vs. Claim Item