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
Navigate to the Expenses Dashboard (Free & Premium)/Money Out Dashboard (Pro)
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’
Tap ‘Add a Receipt’
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
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
On the Mobile App
Navigate to the Expenses tab
Tap the ‘+’ sign in the top right corner
Select ‘Add Receipt’
Enter the date and amount of the receipt
Tap ‘Attach Receipt’
You can choose to either take a photo, choose a photo from your camera roll, or choose a file from your phone
Tap ‘Save’
Then, once your expense pulls in from your linked account, tap on it in the Expenses tab
Tap ‘Attach Receipt’
Click ‘Choose unattached Receipt’
Select which of your receipts you want to attach to the expense
Tap ‘Save’
On the Web App
On the Web App
In the web app, click the gear icon in the top right corner
Select ‘Unattached Receipts’
Click the ‘+Add’ button in the top right corner
Enter the date and amount of the receipt
Click ‘Add a Receipt’
You can choose a photo or file from your computer
Click the ‘Save’ button
Then, once your expense pulls in from your linked account, tap on it in the Expenses Dashboard (Free & Premium)/Money Out Dashboard (Pro)
Click ‘Attach Receipt’
Click ‘Add an Unattached Receipt’
Select which of your receipts you want to attach to the expense
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
In App
Navigate to the expense you want to view the receipt for
Tap the ‘View Receipt’ button
In your Reports
In your Reports
Follow the steps here to export the Expense Detail List Report or Tax Details (for Tax Filing) Report for your desired timeframe
Open the report in a spreadsheet program like Excel, Google Sheet, etc
Navigate to the ‘Business Details List’ tab of the report
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
Click on the link to view your receipt