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Can I attach a receipt to my expenses?
Can I attach a receipt to my expenses?
Updated over 6 months ago

As an entrepreneur, you may want to keep records of the receipts for your business expenses. Hurdlr allows you to add receipts to your expenses. These receipts are stored in Hurdlr’s cloud, so you are able to access these receipts at any time. It is only possible to add one receipt photo per expense; however, you are able to delete or change this receipt!

To Attach a Receipt while Creating or Tagging an Expense

  1. Navigate to the Expenses Dashboard (Free & Premium)/Money Out Dashboard (Pro)

  2. If your expense pulled in from your linked bank, tap on it or if you’re manually entering an expense, tap the ‘+’ sign in the top right corner, and if prompted, select ‘Add Expense’

  3. Tap ‘Add a Receipt’

  4. You can choose to either take a photo (if using the mobile app), choose a photo from your device, or choose a file from your device

  5. Tap ‘Save’

To Upload your Receipt now and Attach the Expense later

You can only access the Unattached Receipts feature if you have bank accounts or credit cards linked in Hurdlr.

On the Mobile App

  1. Navigate to the Expenses tab

  2. Tap the ‘+’ sign in the top right corner

  3. Select ‘Add Receipt’

  4. Enter the date and amount of the receipt

  5. Tap ‘Attach Receipt’

  6. You can choose to either take a photo, choose a photo from your camera roll, or choose a file from your phone

  7. Tap ‘Save’

  8. Then, once your expense pulls in from your linked account, tap on it in the Expenses tab

  9. Tap ‘Attach Receipt’

  10. Click ‘Choose unattached Receipt’

  11. Select which of your receipts you want to attach to the expense

  12. Tap ‘Save’

On the Web App

  1. In the web app, click the gear icon in the top right corner

  2. Select ‘Unattached Receipts’

  3. Click the ‘+Add’ button in the top right corner

  4. Enter the date and amount of the receipt

  5. Click ‘Add a Receipt’

  6. You can choose a photo or file from your computer

  7. Click the ‘Save’ button

  8. Then, once your expense pulls in from your linked account, tap on it in the Expenses Dashboard (Free & Premium)/Money Out Dashboard (Pro)

  9. Click ‘Attach Receipt’

  10. Click ‘Add an Unattached Receipt’

  11. Select which of your receipts you want to attach to the expense

  12. Click ‘Save’

Unattached Receipts are not included in your expense totals or reports. You must attach an Unattached Receipt to an expense in order for it to be reflected in your totals and report.

To View Your Receipts

You can view your receipts in the app or via links in your reports.

In App

  1. Navigate to the expense you want to view the receipt for

  2. Tap the ‘View Receipt’ button

In your Reports

  1. Follow the steps here to export the Expense Detail List Report or Tax Details (for Tax Filing) Report for your desired timeframe

  2. Open the report in a spreadsheet program like Excel, Google Sheet, etc

  3. Navigate to the ‘Business Details List’ tab of the report

  4. In this tab, you’ll see a column called ‘Receipt’ which has the link to each receipt that you’ve uploaded in Hurdlr and attached to a specific expense

  5. Click on the link to view your receipt

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