How expense receipts and expense payments work

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Expense receipts and expense payments help show proof that a cost was paid and how it was paid.

Use this when tracking reimbursements, vendor costs, materials, fuel, equipment costs, or job-related expenses.

Information you may see:

- Expense record.

- Payment date.

- Payment amount.

- Payment type or transaction method.

- Receipt file or image.

- Notes.

Basic process:

1. Open the expense record.

2. Add or review payment information.

3. Upload receipt proof if available.

4. Confirm the amount matches the receipt.

5. Save the record.

Before saving or relying on this record, check:

- Correct expense.

- Correct paid amount.

- Correct payment date.

- Receipt attached.

- Duplicate payment.

Why this matters:

Payment and receipt records help prove costs and reduce confusion during reporting or reimbursement review.

Support note:

If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.