Asking your employees to attach a receipt to purchases is a great way to stay organized. You can upload receipts to card and banking transactions whether they are existing transactions or new pending transfers.

To attach a receipt to an existing transaction, locate and select the transaction from your Banking or Cards Tab. By selecting the line item, you will open the Transaction Details window to the right side of your screen. At the top of that window, there is a section to upload a receipt or invoice. Simply drag and drop your file or click to select a file from your computer!

Note: Rho only allows you to upload your receipts as PDF, JPG, and PNG files.

You can see which transactions have receipts attached in the Banking or Cards pages. All transactions with a receipt attached (whether submitted by text, email, or desktop) will have a paperclip icon to the left of the transaction amount.

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