Considerations Before You Upload a Receipt

To ensure the receipt upload and scan process is seamless, check these conditions before you upload a scanned receipt.

• The receipt is legible, and not torn or rumpled.
• The size of the receipt file is less than 5 MB.
• The receipt is valid and accurate, and contains this data:
  • purchase date
  • receipt number
  • store name and address,
  • product information
  • quantity purchased
  • price of a unit
  • total price
  • any other information that’s mandatory to process the receipt.
• The receipt isn’t duplicated.
• The receipt’s date format matches the store’s date format that’s specified in the Accepted Date Format custom metadata type.

  The custom metadata type supports theese date formats:

  • mm-dd-yyyy
  • dd-mm-yyyy
  • yyyy-mm-dd
  • mm.dd.yyyy
  • dd.mm.yyyy
  • yyyy.mm.dd
  • mm/dd/yyyy
  • dd/mm/yyyy
  • yyyy/mm/dd