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.