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Managing Your Receipts on Coconut Web
Managing Your Receipts on Coconut Web

Learn how to attach and reconcile your receipts through Coconut Web

Updated over a week ago

If you find it easier to manage or upload your receipts/documents from your desktop, then you can use Coconut Web to do this. Any receipts you snap on your phone will also be shown here, so you can still manage receipts from your desktop, even if you upload them on the go. The 'Receipts' feature on web, lets you:

  • See all receipts, included those that you've attached and/or uploaded via your phone or web.

  • Add new pngs, jpgs, pdfs to your receipt library. Either one at a time, or in bulk.

  • Edit existing receipts, including the transaction they're attached to.

  • Link receipts to existing transactions.

  • Create a new manual transaction to attach to your receipt (if there isn't a matching transaction already).

  • Download / View your receipts.

Upload a receipt

  1. Go to the 'Receipts' tab in the navigation bar.

  2. Click 'Add Receipt' to open your file explorer.

  3. Select the file you wish to upload (note there is a 2.5mb upload limit and currently only support for jpg, png and pdf files).

  4. Enter the amount associated with the receipt, the date and a description. By default, we'll use the file name and today's date for the receipt.

  5. Once done, hit 'Save receipt'. The new receipt will appear in your list.


Bulk Upload receipts

Alternatively you, can bulk upload receipts. Just drag and drop them from your file explorer into Coconut:

Link a receipt to a transaction

If you have a receipt that isn't yet linked to a transaction, you can link it by following these steps:

  1. Click on 3 dots on the row of the receipt you want to link. Click 'Link transaction'

  2. This will open a modal with a list of your most recent transactions. Here you can search for the description, amount, notes or reference of the transaction you'd like to match to filter your list. Select the transaction you'd like to link and click save.

  3. The transaction will now show as linked to the receipt.

Note, you can also link receipts to a transaction from the bookkeeping tab by clicking on the transaction you want to link a receipt to, then clicking the plus icon in the Attachments section, and then finally selecting 'Add saved receipts'.

Create new transaction

If you have paid for something in cash and the receipt does not have an associated bank transaction, you may want to create a 'Manual adjustment' to record the expense and link your receipt.

You can do this by:

  1. Click the 3 dots on an unlinked receipt and select 'Create transaction' from the action menu.

  2. This will open the manual adjustments side-tray. Here you can edit information about the adjustment you'd like to attach the receipt to. The receipt will automatically attach itself.

  3. Click save and this will create the manual adjustment with the receipt pre-attached.

Edit, Unlink, Delete or view/download

Click the 3 dots on the far right of a receipt row you'd like to edit to open the actions menu:

  • Edit - opens a modal and allows you to amend the description, date or amount on the receipt.

  • Unlink - will only show if the receipt you access has an associated transaction. Unlinking, will remove this receipt from the transaction but the receipt will be left in your receipt list.

  • Delete - will only show if you the receipt you access is not linked to a transaction. Deleting a receipt will remove it permanently from your library and cannot be recovered.

  • View/Download - lets you open a new web browser window to view your file. Here you can right click to download/save as image.

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