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Merge receipts into 1 PDF

Yuliya
Yuliya Expensify Customer Posts: 1 Expensify Newcomer
edited March 2020 in Day to Day

Hello Team! Is it acceptable per your policy if I upload all receipts (meals, hotel, taxi) as 1 merged PDF file instead of attaching them individually into each and every expense line item? Or do you prefer that every receipt is attached to every item on the expense report?

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Success Coach - Admin Posts: 1,325 Expensify Team
    edited March 2020 Accepted Answer

    Hi! We definitely recommend that receipts are attached individually to the corresponding expense.

    If all receipts are in a single PDF file, your remaining expenses without receipts may have violations on them (due to your company's policy setup) and could possibly even stop you from submitting your report.

    With a single receipt attached to each expense, your manager or approver will also have an easier time reviewing your report.

    If you're importing expenses from a credit card and uploading receipts, our SmartScan functionality automatically merge the receipts with the matching credit card expense. This makes attaching receipts really easy, since you can upload the receipt and trust us to make sure it applies to the right credit card expense.

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