Receipts & compliance
Keep your spending documented: what makes a receipt valid, how to upload one, and what to do if you lose it.
7 articles
What counts as a valid receipt, and when is it due?What makes a receipt valid, and how soon to upload it.
How do I upload a receipt?The three ways to attach a receipt to a transaction, and accepted file formats.
How do I tag and organize my transactions?Creating tags to label, filter, and total your transactions by category, and how they appear publicly.
What do I do if I lost a receipt or never got one?Getting a replacement from the merchant, or filing a statement in lieu when one isn't available.
How do I export my transactions or download a statement?Downloading your organization's transactions as a spreadsheet, and getting monthly PDF statements.
What can my organization spend money on?Allowed and prohibited spending for a fiscally sponsored organization, and the merchant types HCB blocks.
What is the receipt bin, and how does receipt matching work?Sending receipts to your HCB inbox and letting HCB match them to the right transactions.