Capturing receipts

Organizing receipts

Exporting and sharing receipts

Troubleshooting

1. How do I capture my paper receipts?

From the receipts list, tap on “Upload Receipt.”

You will default to “Automatic” capture mode. Arrange the receipt edges on the screen so that the whole receipt is visible. Hover over the receipt, holding still, to give the camera time to snap the perfect receipt image for you. Avoid white or vividly patterned surfaces so that the camera can detect the edges of the receipt.

The other camera capture mode is “Manual.” Tap on the receipt to focus on the receipt’s text. Tap on the circular capture button at the bottom of the screen to capture your receipt image. Once you have snapped the picture of your receipt, use the crop bar and grid lines to eliminate the background of the receipt image and ensure the receipt is straight.

2. How do I capture my electronic receipts?

You must first set up a personal Receipts email address (ex. john@myreceipts.us). You can do so from the top of your receipts list, or, if you have not added any receipts yet, tap the button “Add Email Receipts.”

Simply forward the receipts from your personal email inbox to your Receipts email address. Some retailers offer to email you a copy of your receipt. You can give your Receipts email address to the cashier, and the receipt will be directly uploaded to your account. For merchants such as Uber or Lyft, you can set up your account to use your @myreceipts.us email address. Your receipts will automatically feed in every time you ride.

If you ever forget your @myreceipts.us email address, you can find it at the top of the receipts list.

3. Can I upload receipts from transactions paid in cash or with a non-participating bankcard?

Yes. Receipts supports all receipts, irrespective of what you used to pay. You can even upload receipts for purchases paid by gift card or check. All your captured receipts will be visible in the Receipts section of the Red River Bank Mobile Banking app.

4. How do notes on receipts work?

For each receipt, you can add free-form notes about the purchase. You can use this to keep track of who was at the group meal that you expensed, or the name of the person for whom you bought a gift. You can even enter hashtags to assist in grouping specific receipts together. Any hashtags that you have used previously will pre-fill as soon as you type “#” in the notes field, so that you can use the same labels consistently.

5. What are folders? How can I use them?

Folders enable you to group related receipts together so that you can easily review them and track the total spent for the group. For example, you may want to use folders to group all of the expenses for your “Business Trip to New York.” You can easily export the entire folder of receipts when you need to process your expense report.

6. How can I search for my receipts?

From the receipts list, tap on the search bar next to the magnifying glass icon. You can search by merchant, by item name, by totals on the receipt, or even by the notes of the receipt.

You can filter through your search results to find the receipts you need. Just tap on the “Filter by” icon, “Sort by” icon, or the “Category” icon under the search bar. This reveals a list of filters that you can set to narrow down your search using specific criteria.

If you want to find receipts within a specific folder, go into the receipts list for that folder first, and then tap on the magnifying glass within that folder.

7. Can I export my captured receipts?

Yes. You are given the option to export your receipt images as .pdf(s), and key receipt information into .CSV, Excel, PDF, or .XLS expense report formats. There are a few ways to export your receipt captures:

  • Export individual receipts from your list of all receipts. From the receipts list, tap “Select” to choose the receipts you want to export.
  • Export entire folders of receipts by going into the folder that you wish to export. One of the options in the tab bar along the bottom will be “Download.”
  • Export all your receipts by tapping on “Select” from the receipts list, then “Select All,” and then the “Download” button in the tab bar along the bottom.
  • You can track your exported receipts by clicking on the “Downloads” tab at the bottom of your receipts list.
8. How can I share my receipts with my bookkeeper or accountant?

First, export the receipts or folders you wish to share. Your exported receipts are listed in the “Downloads” tab at the bottom of your receipts list. When you tap on an exported file (on the right side of the file in the list, below the date, there is a sharing icon), you will have the ability to share it using the standard iOS and Android sharing options.

9. Does the IRS accept digital copies of my receipts?

Yes. The IRS will accept images of documents, such as receipts. This is as long as (1) they are an accurate reproduction with the intention of replacing the original paper document, (2) it gives the same information as the paper document, and (3) the important details of the document are not obscured.

  1. They are an accurate reproduction with the intention of replacing the original paper document.
  2. The image gives the same information as the paper document.
  3. The information on the document is not obscured.

According to the IRS, for any receipts used to support statements made on your tax return, you can destroy the paper receipt if the image you have taken of the receipt complies with the IRS Revenue Procedure 97-22 and includes all necessary information. Be sure to check the guidelines of the country in which you are filing taxes.

10. How long will you keep my digital copy of the receipt?

Red River Bank will hold on to your receipts for five years after you have submitted them. If you need to keep the digital records for longer, you can download the receipts from within the receipts list.

11. Why are some of the receipts digitally transformed and others are not?

Red River Bank Receipts service attempts to read and make sense of your receipts. A high-quality receipt capture makes a big difference. Here are some tips to help you snap the perfect receipt every time:

  • Exhale to help hold steady, and give your phone’s camera time to focus.
  • Closely crop the receipt while making sure not to crop out any key information.
  • Flatten and smooth out your receipt when preparing to take a photo of it.
  • Avoid harsh shadows and low light situations without the use of flash.
  • Avoid capturing your receipt on vividly patterned surfaces or surfaces where other pieces of text are visible.

The Receipts system is continuously training to understand more than just the key receipt information of merchant name, date, and total. Receipts tries to understand the store information, item details, subtotals, taxes and payment methods, and even reward and loyalty point balances. Whenever Receipts is confident that it can understand this level of information, it will transform your receipt capture for more clarity in an enhanced receipt format. You can always swipe or tap back to view the original image of the receipt.