How to Attach Receipts to Transactions

Keeping track of receipts is one of the most tedious parts of running a business, but it is essential for tax compliance, expense reporting, and financial audits. Slash simplifies receipt management by letting you attach receipt images directly to transactions, keeping everything organized in one place.

This guide covers how to upload receipts, attach them to transactions, and use them for reporting and compliance.

Why Receipt Management Matters

The IRS requires businesses to maintain records that substantiate their expenses. For any business deduction, you need documentation showing the amount, date, business purpose, and vendor. Receipts serve as this proof. Without them, you risk losing deductions during an audit.

Slash makes it easy to capture and store receipts digitally, eliminating the need for paper files and shoe boxes.

How to Attach a Receipt to a Transaction

Step 1: Find the Transaction

Navigate to the Transactions page and locate the transaction you want to add a receipt to. Use the search and filter tools to find it quickly.

Step 2: Open Transaction Details

Click on the transaction to open its detail view.

Step 3: Upload the Receipt

Look for the receipt attachment option and upload a photo or PDF of the receipt. You can take a photo with your phone and upload it directly, or attach a digital receipt from your email.

Step 4: Verify and Save

Confirm the receipt is attached correctly. It will now be permanently associated with that transaction.

Best Practices for Receipt Management

• Upload receipts promptly. The sooner you attach a receipt after a purchase, the less likely you are to lose it.
• Use your phone. Take a photo of paper receipts immediately after the purchase while you are still at the store.
• Save digital receipts. Forward email receipts to yourself or download the PDF and upload to Slash.
• Check regularly. Review your Transactions page periodically for any transactions missing receipts.

Receipts for Tax Purposes

At tax time, having receipts attached to every business transaction makes preparation dramatically easier. You can export your transaction data (with associated receipt references) and provide it to your accountant or tax preparer.

For expenses under $75, the IRS does not always require a receipt, but it is still good practice to maintain them for all business transactions.

Frequently Asked Questions

What file formats are supported for receipts?

JPEG, PNG, and PDF are typically supported.

Can I attach multiple receipts to one transaction?

Check the transaction detail view for attachment limits. For complex transactions, you can combine receipts into a single PDF.

Can I bulk upload receipts?

Receipts are attached individually to specific transactions to maintain accurate records.

Are my receipts stored securely?

Yes. Receipts uploaded to Slash are stored securely and are only accessible to authorized users on your account.

Need More Help?

If you have questions about receipt management, reach out to our support team at support@joinslash.com.