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Help Topics
Quick Start
The basics to help you get started with Receipt Stash.
App Integration
Connecting your apps for importing and exporting receipts.
Advanced
The slightly more advanced features of Receipt Stash.
Featured Articles
How to upload a receipt
How to export a receipt
How to download receipt files
How to share receipts
Setting up merchant rules
Setting up merchant keywords
How to create receipt line items
How to merge multiple receipts
How to export data to CSV
Tips & Tricks
Segregate user tasks and enhance security by setting user permissions.
Read more
Use merchant keywords to match and format merchant names more accurately.
Read more
Supported file types to upload are
jpeg, jpg, png, gif
and
pdf
.
Read more
Frequently Asked Questions
Are there different features for different plans?
Each plan comes with all features, so you will never miss out on anything. The only difference between the plans is the monthly limit for uploading receipts.
Can I change plans part way through a billing month?
Yes, you can upgrade or downgrade plans at any time. However you cannot downgrade to a plan with a limit that is less than what you have already used in your current billing month.
What type of files can be uploaded to Receipt Stash?
Receipt Stash accepts image (.jpep, .jpg, .png, .gif) and pdf files.
What are the different methods of submitting receipts?
To submit receipts to Receipt Stash you can use our mobile app for Android or iOS, upload from your Receipt Stash dashboard by logging in via a web browser, emailing attachments or html receipts to your unique email-in address, or by placing receipts into a DropBox folder. The DropBox integration requires you to have a DropBox account, and when you link it with your Receipt Stash account a specific receipt folder will be automatically created in your DropBox.
Do I need an accounting platform to use Receipt Stash?
No you don't. Receipt Stash does not replace your accounting platform, but if you choose you can simply use Receipt Stash as an archive and information repository for your receipts.
What is the turn around time for processing receipts?
Lightning fast. You don't need to wait around while your receipts are processed in a queue. Our automatic data extraction technology works in real-time and will deliver you results in under 5 seconds and you can make and edits/data additions to receipts at any time.
How can I give access to my accountant?
You can invite your accountant to have access to your account either by locating them in our accountant directory, or if they're not listed, input their email address and we will send them an invitation. You can also create additional users for your account, with differing access levels.
How can I integrate my accounting app with Receipt Stash?
You can check if your accounting platform can be integrated, and connect by logging into your web dashboard and navigating to
Setup > App Integration
. For more instruction on setting up your accounting integration,
click here
.
How can I disconnect my accounting app from Receipt Stash?
Find your accounting app integration by logging into your web dashboard and navigating to
Setup > App Integration
. Click the red
Disconnect
button in the app box and confirm you would like to disconnect the integration from your Receipt Stash account. For more information,
click here
.
How often is my chart of accounts list synced?
Your chart of accounts is automatically synced from your accounting platform to your Receipt Stash account automatically when you first link your accounting platform account with your Receipt Stash account. After that it will be automatically synced every 24 hours. You can manually sync the list at any time,
click here
for more information.
Can I manually sync my chart of accounts from my accounting app?
Your chart of accounts list will be automatically synced with your Receipt Stash account every 24 hours, but you can manually sync the list at any time,
click here
for more information.
How can I export a receipt to my accounting app?
click here
for instructions on exporting a receipt.
What happens when I reach the scan limit for my plan?
Each additional scan over your plan limit will be charged at a per item rate for the remainder of your billing month and will be added to your next bill. The account owner will receive a notification email when your account has reached 75% of the plan limit and then again once it has reached or reached 100% of the limit.
How can I make an expense claim?
Receipts for re-imbursement can be consolidated and turned into an expense report for a user.
Click here
for more information.