Find, preview and download saved receipts

Use Receipt History filters and source-document controls to inspect saved receipts.

Last reviewed 29-09-2026

Full Receipts access is required for Receipts → Receipt History. The page is a table of saved receipts with expandable details, not an automatically synchronised bank feed. Check Connected Files and the selected company file before selecting or altering records.

Open Receipts → Receipt History. The Pushed, Draft and Errors tiles summarise the loaded records. Use Refresh to reload the list.
Type part of a payee in Search payee.... Choose All statuses, Draft, Pushed or Error; optionally choose All accounts or a specific expense account and All downloads, Downloaded or Not downloaded. Use Clear filters to start again. Click the receipt-date, payee or amount column heading to change that column's sort direction.
Expand a row to read Receipt Details, Expense Lines, creation information and, for a pushed item, Reckon Sync Details. Source Document displays the saved image or PDF in the expanded view when available; a PDF uses an embedded browser viewer. For a team-portal document, the page attempts to load its protected source for preview. If unavailable, use its download control or ask an administrator to investigate.
To save a file, select Download beside Source Document, or open More receipt actions → Download when available. For multiple records, tick the visible rows (or Select all for the filtered set) and choose Download Selected. One available source downloads as a file; multiple available sources download as receipts.zip. The bulk download marks successfully downloaded files as downloaded.
If a record says No document available, there is no source file to preview or download there. The source preview and download depend on what was stored for that particular receipt; do not assume every record contains the original camera file.

Example: search for fictional supplier Harbour Stationery, filter Draft and Not downloaded, then expand a receipt dated 22-09-2026 for AUD 27.50. Check that its displayed source matches the payee and amount, then select Download to retain the available file.

Expected result: filtering changes the displayed rows, not their status. Download Selected works on selected rows currently visible under the filters; some files may be unavailable and a warning reports those failures. The Downloaded filter reflects recorded bulk downloads; do not rely on a single-file download to set that status.

Troubleshooting: if a PDF viewer is blank, use Download to open the available file in a PDF application. If the details fail to load, select Try again in the expanded row; if a team-portal source fails to preview, try Download original file. If company-file discovery fails, do not attempt a cross-company workaround; ask an administrator to check access.