You have several options to upload your receipts and invoices in the smarta web app on your computer:
Simple Upload on Desktop
Click on the transaction to which you want to upload a receipt in your smarta web app. In the "Upload Receipts & Invoices" field, you can either drag and drop or click the field to select and upload one or more files.
Alternatively, you can upload receipts by clicking the plus sign (+) in the sidebar.
Tip: If you have already uploaded a receipt and want to add additional receipts, you can do so by clicking the small plus sign (+).
Accepted file types are PDF, PNG, JPG, and JPEG.
Maximum file size: 10 MB.
Bulk Upload of Receipts
If you want to upload multiple receipts or invoices at the same time, you can do this via the "Receipt Upload" feature. You can find it in the top left of the accounting view in your web app.
After uploading, you will find the receipts that still need to be assigned under your tasks with the label "Match Receipt".
Use the "Search" field to search for the matching transaction.
Tip: Search by the invoice amount, the sender’s name, or the recipient’s name to quickly find the right transaction.
Download Receipts
Download All Receipts for a Period
You can download all receipts for a specific period in bulk.
Here’s how:
Click on "Downloads" in the smarta web app.
Select "Receipts."
Choose the period for which you want to download the receipts.
Click "Download Receipts".
The download will be available directly in the web app. Additionally, we will send you the receipts as a .zip file via email.
Good to know: If you have many receipts, it might take a little longer for the download to be ready. However, you don’t need to stay on the page, as you will also receive the receipts by email.
Download Receipts Individually
You can also download receipts individually.
Click on the transaction to which you want to download the receipt.
In the preview, you can download the receipt via the download icon.
Find Missing Receipts
Click the magnifying glass in the "Bookkeeping" section above the transactions.
Select "Missing Receipts".
All transactions without a receipt will be displayed.
Have Questions or Need Help with Your Receipt Organization?
For Our Clients:
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