Keeping track of your expenses doesn’t have to be a hassle. With Relay, you and your team can easily upload receipts right into your account—no more digging through emails or chasing paper copies.
In this article, we’ll walk you through all the different ways to upload receipts and share a few tips to help keep your records organized and IRS-compliant
How to Upload a Receipt:
1. Upload directly to a transaction (desktop/mobile)
The most straightforward way to upload a receipt is from the Expenses Table:
- Go to the Expenses tab.
- Find the transaction that needs a receipt (noted by a red "Missing receipt" label).
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Click Upload receipt and choose your file.
- You can drag and drop a file, or select it from your device.
Accepted file types: JPG, PNG, PDF
You can upload multiple files per transaction if needed.
2. Use the Relay mobile app
Perfect for snapping a receipt right after a purchase:
- Open the Relay app.
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Go to the Settings and click on Receipts
- Click on Upload to bulk upload multiple files.
- Tap on a transaction and select Upload receipt.
- Use your phone’s camera or photo library to add the image.
You can also see whether a receipt has already been uploaded on mobile.
3. Forward receipt by email
Every Relay account has a unique receipt inbox email address. You’ll find it under:
- Clicking on Expenses on the left side menu
- Or directly in your Receipts Inbox
Just send or forward a receipt to that email address (from any email client) and Relay will try to match it automatically to the correct transaction.
If the system can’t match it, you’ll find it in the Receipt Inbox under Not matched.
You can upload or forward receipts to associate them with a transaction to include them under Expenses.
4. Upload via SMS link (cardholders only)
If a cardholder forgets to upload a receipt, Relay can text them a secure upload link.
- The message includes the transaction amount and vendor.
- The link lets them upload a receipt from their phone — no login required.
Administrators or managers can resend a request anytime using the “Nudge cardholder” feature.
Where to Check for Missing Receipts
To see what’s missing:
- Go to Expenses
- Use the filter: Receipts > Require Receipts
From there, you can upload documentation, assign categories and vendors, or nudge a cardholder.
Best Practices
- Upload ASAP: Upload receipts as soon as possible to avoid missed matches or month-end delays.
- Use memos when needed: Add a memo to clarify unusual expenses or splits.
- Monitor the Receipt Inbox: Administrators can regularly review unmatched receipts and attach them to the right transactions.
What’s Next?
Once you’ve uploaded your receipts, you can:
- Code transactions with categories and vendors
- Split a transaction between multiple categories
- Sync your expenses to Xero or QuickBooks Online
Frequently Asked Questions
Q: Can I manually add an expense?
Not at this time. However, as long as you have an invoice/receipt document you can use our Forward by Email feature to match it to the associated transaction. That way, it’ll show up in your Expenses tab.
Still have questions? Our team is ready to help! Talk to our Customer Experience team