How to Upload Receipts
Guide to Attaching Receipts to Transactions and P-Card Charges
Follow these steps to upload receipts to your transactions efficiently.
Set Up Your RollCredits Account & Activate P-Card
Before using your card, complete the following steps in the RollCredits app:
Login to Your Account: RollCredits Login
Add Your Phone Number (for text alerts and receipt uploads): Update Settings
Activate Your Card & Access Card Info (billing, limit, etc.): Card Settings
View P-Card Charges in the Transactions Tab: View Transactions
Using Your RollCredits P-Card & Viewing Transactions
When you make a purchase with your RollCredits P-Card (Petty Cash Credit Card), the system automatically creates a transaction in the app based on the credit card charge (View Transactions).
The next step is to upload a receipt for accounting purposes. See steps below for the various upload methods.
How to Upload Your Receipt
You can upload your receipt using one of these four methods:
Upload via Text (AI-Assisted Upload)
Take Photo in App (Manual Upload)
Upload via Email (AI-Assisted Upload)
Direct Upload to Transaction (Manual Upload)
Upload & Match (AI-Assisted Upload)
1. Upload via Text (AI-Assisted Upload)
Add your phone number to your RollCredits account in Settings to enable SMS text alerts.
When prompted by an SMS, reply with a photo of the receipt.
The receipt will automatically upload and attach to the corresponding transaction.
Audit Transactions: Check the transaction to ensure the receipt uploaded correctly. If unmatched, it will move to the "No Match" tab. For help, contact help@rollcredits.io.
2. Take Photo in App (Manual Upload)
Click the link in the SMS to navigate directly to the transaction.
Take a photo of your receipt and upload it in the app.
Alternatively, login to the Transactions Page at any time to manually upload photos.
3. Upload via Email (AI-Assisted Upload)
Log into your RollCredits account: RollCredits Login.
Go to the Transactions Tab to find your unique email address (e.g., “receipt+v3ng2k0g17@mail.rollcredits.io”). Save it for future use.
From the email linked to your RollCredits account, forward the receipt as an attachment to this address.
The receipt will automatically attach to the corresponding transaction.
Audit Transactions: Verify that the receipt uploaded properly.
4. Upload Directly to Transaction (Manual Upload)
Log into your RollCredits account on mobile or desktop: RollCredits Login.
Go to the Transactions Tab.
Locate the transaction marked as "Missing File" with a "P-Card" tag.
Click “Review” on the far right of the transaction.
In the Receipt tab, scroll down and click the “Upload” button or drag and drop the document into the field.
The receipt will automatically attach to the transaction.