Upload many receipts as drafts

Use Receipts → Bulk Upload to capture several documents quickly. This route accepts both full Receipts users and members specifically given Bulk Upload access. Upload-only access does not give permission to enter/code receipts, open Receipt History, email receipts or push to Reckon. A full-access colleague must review drafts later.

1. Select the correct company in Connected Files before adding files. Full Receipts users can use the company's available accounting files; an upload-only member uses the active company's configured default destination and cannot list or change other accounting files. If there is no usable file, ask an administrator to configure one.
2. Open Receipts → Bulk Upload. Select Choose Files, click or drop into the upload area, or select Camera to take one photo. Drag & Drop displays instructions rather than opening a picker.
3. Add JPEG/JPG, PNG, WebP, GIF, HEIC, HEIF or PDF, under 20 MB each. Multiple files are accepted. HEIC/HEIF conversion may occur before upload; if it fails, export as JPEG. Mail-app attachments must be supplied as actual files; otherwise save them locally before choosing them.
4. Follow the queue: Queued, Processing, Saved or Error. Up to three files are processed at once. Each successful file is extracted and immediately saved as a draft, with no payment account or expense lines assigned by this workflow.
5. For an errored file, read its message and select Retry after correcting the cause. Retry is permitted only while the original company remains active. Remove removes a non-processing item from this on-screen queue, and Clear done removes completed rows from the queue display; neither is an instruction to erase a saved draft.
6. If you have full Receipts access, choose Review in History or Review now after completion. Open each draft, compare the image/PDF and complete its payment account and expense lines before pushing.

Example: a field user uploads three fictional receipts from 21-09-2026, for AUD 18.70, AUD 65.00 and AUD 132.40. If two show Saved and one shows Error, only the two successful drafts are ready for a full-access reviewer. Check the third error before retrying; do not assume an uncertain upload failed merely because the browser lost its connection.

Expected result: a successful queue row means a BookFlo receipt draft was created, not a Reckon transaction. The extracted payee/date/total may be incomplete or inferred; have the reviewer check the actual source.

Troubleshooting: Select a company before uploading receipts or Wait for the company file to load means no destination was available when the file was added. Remove that errored row and re-add after selecting/loading the right company. Switch back to the original company before retrying this receipt prevents accidentally sending a queued file elsewhere. If upload result is unclear, ask a full-access colleague to check Receipt History before uploading the same document again.

Related: Review and code · Permissions · Receipts help