Review, approve, or reject a receipt

Receipt statuses

• Pending — uploaded but not approved yet. A receipt is saved as Pending the moment it's uploaded, so if you leave the review screen without tapping Approve or Discard, it waits in Receipts as Pending.
• Approved — you've checked it. Only approved receipts count toward trip totals, can be linked with Link Existing, and go on invoices.
• Rejected — kept for your records but left off invoices.

The dashboard's Receipts to review tile counts your Pending receipts. On a trip or expense report, a Pending receipt shows Needs review · not on the invoice yet, and a Rejected one Rejected · not on the invoice.

Review a new receipt

On Review receipt, check Vendor Name, Category, Date, and Amount (all required), and add a Description if you like. Then:

• Approve saves it as Approved and takes you back to where you started.
• Discard deletes the receipt and its file.

Edit or reject an existing receipt

1. Go to Receipts and tap the receipt.
2. Tap Edit to open Edit receipt.
3. Change the fields and tap Approve to save (saving always marks it Approved), or tap Reject Receipt to mark it Rejected.
4. Tap Cancel Edit to leave without changes.

A receipt that's on an invoice shows a Linked Invoice card and can't be edited or rejected — the invoice would no longer match it. Tapping Edit says so, with a View invoice button: revise the invoice first, or delete it if it's still a draft (that frees the receipt), change the receipt, then save the invoice again. See Revise, void, or regenerate an invoice.

Find receipts

On Receipts, type in the search box at the top to find a receipt by vendor (e.g. "Hyatt"), by its note, or by its exact amount (e.g. "486.75"). It searches all your receipts, not just the page you're on. Below it, use the two filters: All Categories (Hotels, Travel, Meals, Misc) and All Status (Pending, Approved, Rejected); they work together with the search. Tap Clear Filters (or Clear Search and Filters) to see everything again.

Receipts are listed most recently added first. Each receipt card shows the trip it belongs to, Expense report if it's on an expense report, or Unlinked. See Link receipts to a trip or expense report.