You can upload receipts directly to your Soldo transactions using the web or mobile app. This makes it easy to stay compliant, speed up approvals, and provide everything your finance team needs.
Attach a receipt using the web app
- From the navigation menu, select Cards.
- Select your card, then go to the Transactions tab.
- Choose the transaction you want to update.
This will open the full transaction details. From here, you can:
- Attach a receipt using drag-and-drop or by selecting a file from your computer
- Choose the attachment type (default is receipt, but you can select invoice or other)
- Download or delete attachments if needed
- Upload multiple attachments, if required
You can also enrich the transaction with any additional details required by your company, including:
- Notes
- Expense category
- VAT rate
Attach a receipt using the mobile app
- From the home screen, tap the transaction directly or go to Cards and select a specific card.
- Tap Transactions and select the one you want to update.
- Tap the + icon to add a receipt.
You’ll have the option to:
- Take a photo of the receipt using your camera
- Select an image or file from your device
- Choose the attachment type (receipt, invoice, other)
- Add multiple attachments if needed
If you need to remove an attachment, simply tap on it and select Delete.
Just like in the web app, you can enrich the transaction by adding notes, expense categories, VAT rates, or other required details.
Using the receipt library (Plus and Unlimited plans)
If your company is on the Plus or Unlimited plan, you’ll also have access to a dedicated @mysoldo.com email address that is unique to you for sending receipts. These are stored in your library and can be attached to transactions at a later stage.
For full details, see: How to use the receipt library