Take photo versus Choose image or PDF

The Add Expense page gives two receipt options: Take photo and Choose image or PDF. Both save a receipt attachment, but they are useful in different situations.

Use Take photo when

• You have a paper receipt in front of you.
• You are using a phone with a camera.
• You want to capture the receipt immediately.
• You want to avoid keeping loose paper receipts.

Use Choose image or PDF when

• The receipt is already saved on your phone or computer.
• The supplier sent a PDF receipt or invoice.
• You already took a photo earlier.
• You downloaded a payment confirmation or document.

Good receipt habits

• Make sure the receipt is readable before saving.
• Capture the full receipt, including date, supplier, amount, and items if available.
• Avoid blurry photos.
• Keep the file under the allowed size.
• Attach the receipt to the correct expense, not a similar-looking one.