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Upload receipts from your phone

Snapping, sharing, and matching receipts to transactions in HCB Mobile.

šŸ’” HCB Mobile makes uploading receipts quick: snap a photo, share one from another app, or match a receipt to the transaction it belongs to.

Add a receipt to a transaction

Open a transaction that's missing a receipt and choose how to add one:

  • Camera, to photograph a paper receipt.

  • Photo Library, to pick a photo you already have.

  • Document, to attach a PDF.

Share a receipt from another app

Got a receipt in your email or photos? Use your phone's share button, pick HCB Mobile, and assign it to the right transaction.

Match a receipt you already added

On the Receipts screen, you'll see transactions that still need a receipt. Tap the match button on one to pick from receipts you've already uploaded.

Why it helps

Uploading a receipt right after you buy something is the easiest way to stay on top of the receipt requirement. For what makes a receipt valid, see What counts as a valid receipt, and when is it due?

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