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A quick review helps keep your receipt records accurate. Open Receipts and select a receipt. After

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an upload, you can also use Check Details when the app asks you to review information.

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Compare the details with the receipt image or original document. Check the Store Name, Amount, and

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Date. Correct any missing or inaccurate values, and use month, day, and year for the date.

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Choose or type a Category that describes the expense. Add optional Tags to make the receipt

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easier to organize. If you use more than one tag, separate them with commas. Review any

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suggestions before applying them.

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When the details are correct, tap Save and Continue. If the app highlights an issue, update

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the affected field and save again. If Remember this for next time appears, choose Remember to

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reuse the setup, or Not now to continue without saving that preference.

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Pay attention to review and duplicate warnings. They help you decide what needs checking. In a

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shared account, a receipt may open as Read Only, depending on your role and who added

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it. Ask an account administrator if you need help correcting a receipt you can't edit.