Receipts

If a receipt you have just scanned is labelled as a ‘duplicate’ it means that the same receipt has already been added to Thriday. This would occur if all the information of that receipt, like the merchant name, date and dollar amount all match another receipt. You can choose to delete the duplicate by opening the menu option after it finishes scanning or if you think that it is not a duplicate, amend the information filled by the scanner so that it can be saved as a new receipt. 

In some cases, when a receipt is scanned or uploaded, Thriday may not be able to identify the corresponding transaction for reconciliation. When this occurs, the receipt scanner will display a ‘Transaction for receipt not found’ message and you will be able to check the information that has been read by the scanner for any errors. Even if no transaction can be found as a match, this receipt will still be stored in your Thriday account alongside other receipts that require manual reconciliation. 

The receipt scanning function is available on both the Thriday website as well as mobile app. If you are using Thriday’s website on your personal computer, you will be able to scan receipts using your webcam or upload files directly from your computer. Similarly, if you are using Thriday’s mobile app, you can use your smartphone camera for scanning or upload existing photos from your device to add receipts. 

If the status of a receipt is ‘unreconciled’ it means that it is a saved receipt that has yet to be attached with a corresponding transaction. This could be either due to the receipt being scanned incorrectly and requires you to manually check the information before it can find a matching transaction or that it was scanned correctly but Thriday could not find a transaction with the matching information. These receipts will be saved in the unreconciled list until they are assigned by you to a particular transaction. 

Thriday’s receipt scanner has been built with the latest OCR technology so that it can quickly and accurately extract all the important information from your receipt. However, the scanner works best when there is only one receipt in the frame rather than multiple. What you can do is select the Multiple Receipts option when you are adding new receipts and you will get the opportunity to do multiple scans and upload them all at the same time. 

Here are a few things that might make your receipt scans higher quality and easier to reconcile for Thriday’s scanner:   Lay the receipt as flat as possible so that the printed text has little to no distortion Ensure that there is only one receipt in each scan or photo If your receipt is long, the primary information we are looking for is the dollar amount, date and merchant name. If you get any combination of these, we should be able to match it Make sure that your photo is taken in a well-lit area with no dark shadows across the receipt and that the merchant, date, and total amount are visible If the quality seems blurry, consider giving your phone camera lens a quick wipe to remove any dust build up or dirt

As a part of our subscription features, we have built a smart scanner to help you streamline and automate receipt reconciliation! Every time you get a receipt with a purchase, you can scan it on the Thriday site or app and have it automatically reconciled with the corresponding transaction. To make things even easier, you can also take a photo on your phone, and forward your receipts to a unique Thriday generated email. Those receipts are also reconciled automatically. Thriday can also use these receipts to better categorise your expenses, identify your tax obligations, forecast your tax position, and ultimately help you to maximise your tax return whilst staying compliant. You will be able to store all of your receipts, organised and clutter-free on Thriday whilst saving yourself time from reconciling each receipt manually!  

As a part of our subscription features, we have built a smart scanner to help you streamline and automate receipt reconciliation! Every time you get a receipt with a purchase, you can scan it on the Thriday site or app and have it automatically reconciled with the corresponding transaction. To make things even easier, you can also take a photo on your phone, and forward your receipts to a unique Thriday generated email. Those receipts are also reconciled automatically. Thriday can also use these receipts to better categorise your expenses, identify your tax obligations, forecast your tax position, and ultimately help you to maximise your tax return whilst staying compliant. You will be able to store all of your receipts, organised and clutter-free on Thriday whilst saving yourself time from reconciling each receipt manually!  

Thriday knows that many merchants and retailers today have opted to provide emailed receipts. But not to worry, Thriday will be able to help you reconcile emailed receipts as well. As part of our subscription packages, we have designed a feature that will allow you to forward all of your emailed receipts to a Thriday mailbox that will automatically record the information of each receipt onto Thriday, just like it would if you uploaded a photo of the receipt itself. To set up a unique receipts mailbox:   1. From the Home screen, click on Accounts   2. Click on Add Receipts   3. Click on EMAIL   4. Click on SETUP MAILBOX and follow the prompts  

To view transactions without receipts attached:  1. From the Home screen, click on Accounts   2. Click on the filter function   3. Apply the 'Transaction without a receipt' function   4. Click on APPLY FILTER  

To upload a receipt to Thriday: Log into your Thriday account and head to the Accounts screen   Click the ‘Add Receipt’ button Choose either the 'Upload', 'Email' or 'Take Photo' options to upload a picture of your receipt and follow the prompts. If you’re using a phone or computer camera, please ensure that the image is sufficiently bright and the receipt is flat Once the scanner is finished reading your receipt, please confirm that all of the information Thriday has extracted is accurate. If some of the information is incorrect, you can change the inaccuracies manually Thriday will then automatically search to match your receipt with an existing transaction. If there is no existing transaction or Thriday can’t find one, please select one manually 1. From the Home screen, click on Accounts 2. Click on Add Receipts   3. Click on the upload panel and follow the prompts  

If you would like to amend information from an unreconciled receipt: Log into your Thriday account and locate the Reconciled Expense Summary section available either on the Home screen or the Accounts screen Open the list of receipts that require manual reconciliation Locate the receipt you wish to edit, open the options menu and select the ‘Confirm Receipt’ action From here you will be able to check and edit all the information attached to this receipt, such as the date and total amount before Thriday begins a search for a matching transaction to reconcile it with  For reconciled receipts that are already attached to a transaction:  Log into your Thriday account and navigate to the Account screen Under the 'Transactions' tab use the search of filter functions to locate the relevant transaction Click on the transaction and select 'View All Details' From here, you may replace the incorrect receipt to correct the error.   Please ensure that the information is correct, click 'Save' and the receipt will be updated.   1. From the Home screen, click on Accounts   2. Click on RECEIPTS   3. Select the receipt you want to amend =     4. Edit the information on the receipt  

To find receipts that you have uploaded to Thriday: 1. From the Home screen, click on Accounts   2. Click on RECEIPTS   3. Thriday will display all stored receipts here    

Thriday's receipt scanning function is compatible with pdf, jpg, png, and jpeg files. This means that when you are uploading a receipt, it does not necessarily have to be a photo of the receipt. If each receipt is in its own file, in a supported format and the information is displayed clearly enough for Thriday's receipt scanner to read it, then you should be good to go! 

The receipt scanning function is available on both the Thriday website as well as mobile app. If you are using Thriday’s website on your personal computer, you will be able to scan receipts using your webcam or upload files directly from your computer. Similarly, if you are using Thriday’s mobile app, you can use your smartphone camera for scanning or upload existing photos from your device to add receipts. 

Keeping track of and reconciling your receipts is a tedious yet essential part of financial admin. Your receipts are proof of your business expenses and have an important role to play in helping you understand your financial position, budget and potential tax position. By uploading your receipts to Thriday, our receipt scanner will automatically extract information such as the date, merchant and dollar amount shown, then use this information to search for a matching transaction from your activity history to reconcile it with. Your receipts will be stored on Thriday, attached to the right transaction and will be available for you to access whenever you need them. Not only does this save you the headache of keeping a messy bundle of paper yourself but Thriday can also use these receipts to better categorise your expenses, identify potential tax obligations, forecast your potential tax position and help you budget. 

If you would like to add a new receipt on Thriday:    1. From the Home screen, click on Accounts   2. Click on Add Receipts   3. Under the UPLOAD tab you can upload a receipt file    4. OR Click on the TAKE PHOTO tab   5. Click on TAKE PHOTO and follow the prompts to upload your receipt   6. Thriday will then automatically search for matching transactions to attach the receipt to, or if it cannot find any, present you with the option to manually select one.  Alternatively, if you would like to add a receipt to an existing transaction:   Go to the 'Accounts' screen  Locate the transaction under the 'Transactions' tab  Select that transaction to display more information  Select 'Add Receipt' and follow the prompts to upload a receipt for that specific transaction  

If you would like to amend information from an unreconciled receipt: Log into your Thriday account and locate the Reconciled Expense Summary section available either on the Home screen or the Accounts screen Open the list of receipts that require manual reconciliation Locate the receipt you wish to edit, open the options menu and select the ‘Confirm Receipt’ action From here you will be able to check and edit all the information attached to this receipt, such as the date and total amount before Thriday begins a search for a matching transaction to reconcile it with  For reconciled receipts that are already attached to a transaction:  Log into your Thriday account and navigate to the Account screen Under the 'Transactions' tab use the search of filter functions to locate the relevant transaction Click on the transaction and select 'View All Details' From here, you may replace the incorrect receipt to correct the error.   Please ensure that the information is correct, click 'Save' and the receipt will be updated.   1. From the Home screen, click on Accounts   2. Click on RECEIPTS   3. Select the receipt you want to amend =     4. Edit the information on the receipt  

To find receipts that you have uploaded to Thriday: 1. From the Home screen, click on Accounts   2. Click on RECEIPTS   3. Thriday will display all stored receipts here    

If you would like to replace a receipt you have already uploaded to Thriday: 1. From the Home screen, click on Accounts   2. Locate the transaction you want to amend   3. Click on VIEW ALL DETAILS   4. Click on the receipt image   5. Click on the options action   6. Click on Replace and follow the prompts  

Thriday's receipt scanning function is compatible with pdf, jpg, png, and jpeg files. This means that when you are uploading a receipt, it does not necessarily have to be a photo of the receipt. If each receipt is in its own file, in a supported format and the information is displayed clearly enough for Thriday's receipt scanner to read it, then you should be good to go! 

To view transactions without receipts attached:  1. From the Home screen, click on Accounts   2. Click on the filter function   3. Apply the 'Transaction without a receipt' function   4. Click on APPLY FILTER  

If you would like to replace a receipt you have already uploaded to Thriday: 1. From the Home screen, click on Accounts   2. Locate the transaction you want to amend   3. Click on VIEW ALL DETAILS   4. Click on the receipt image   5. Click on the options action   6. Click on Replace and follow the prompts  

Keeping track of and reconciling your receipts is a tedious yet essential part of financial admin. Your receipts are proof of your business expenses and have an important role to play in helping you understand your financial position, budget and potential tax position. By uploading your receipts to Thriday, our receipt scanner will automatically extract information such as the date, merchant and dollar amount shown, then use this information to search for a matching transaction from your activity history to reconcile it with. Your receipts will be stored on Thriday, attached to the right transaction and will be available for you to access whenever you need them. Not only does this save you the headache of keeping a messy bundle of paper yourself but Thriday can also use these receipts to better categorise your expenses, identify potential tax obligations, forecast your potential tax position and help you budget.