Receipts help

Capture, code, review and safely send receipts to Reckon Accounts Hosted.

Last reviewed 29-09-2026

Use Receipts for evidence of purchases paid from a bank or credit-card account. A supplier invoice to be entered as a payable belongs in Bills, not here. Choose your active company in Connected Files before working; check the company file shown in Receipt History before changing or pushing records.

Start here

Add a receipt from a file or camera — supported formats, size limits, previews and extraction.
Review and code a receipt — payment account, payee, GST, split expense lines and drafts.
Upload many receipts as drafts — upload-only access, queue, errors and safe retry.
Find, preview and download receipts — status, sorting, source documents and downloads.
Edit one or many saved receipts — update coding without replacing untouched fields.
Push receipts and handle errors — selected/all pushes, possible duplicates, uncertain results and cleanup.
Email receipts for review — private intake, draft review and approval.
Use receipt coding suggestions and rules — what is prefilled, and what you must check.
Use the team upload portal — administrator setup and field-team submissions.

For first-time setup, see Getting started, Permissions and Reckon troubleshooting. This is a documentation library for review, not a live help website.

Add a receipt from a file or camera — Upload receipt photos or PDFs and check the extracted information before saving.
Review and code a receipt — Correct AI-extracted receipt fields, choose payment type and split expense lines.
Upload many receipts as drafts — Queue receipt images and PDFs for draft creation without pushing them to Reckon.
Find, preview and download saved receipts — Use Receipt History filters and source-document controls to inspect saved receipts.
Edit and bulk-code saved receipts — Correct draft receipts individually or apply selected coding changes in Receipt History.
Push receipts and recover safely from errors — Send verified drafts to Reckon Accounts Hosted and handle duplicates, retries and history cleanup.
Email receipts for review — Set up a private receipt destination and review incoming attachments as drafts.
Use receipt coding suggestions and rules — Understand receipt payee-history, AI and rule prefills without assuming automatic posting.
Collect receipts through the team upload portal — Create a scoped upload link and guide field staff to submit receipt drafts without a dashboard login.