Importing in bulk
Import a statement
Open Imports and upload a CSV or PDF bank statement. Use CSV when your bank offers it. Check the detected dates, amounts, merchant columns, and currency before confirming the import. PDF statements are limited to 10 MB.
Statement imports create transactions to match against receipts. They are separate from uploading the receipt documents themselves.
Drop a batch of receipts
In the receipt drop area in Imports, select several receipt files from a folder or drag the files into the app. This is a manual batch upload, not a watched folder on your computer.
The intake reads supported documents, checks for duplicate files, and looks for matching charges. Review the per-file results: matched, parked, duplicate, skipped, or error. A matched receipt needs review before filing.
The parked receipts lane
A receipt without a matching charge stays in Inbound. This can happen when the charge has not arrived, or the amount could not be read. Import the missing transactions if needed, then select the correct charge and attach the parked receipt in the app.
Batch sizes and rate limits
- Up to 30 files per receipt drop.
- Up to 15 MB per receipt file and 64 MB across the batch.
- Up to 10 bulk uploads per hour for a workspace and IP address.
Split large folders into smaller batches. If you hit a rate limit, wait before retrying; check the existing results first so you only retry files that failed.
See the missing receipt report for charges that still need a document.