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How can I upload receipts?

Digital Receipt Management: Upload, Match & Organize Invoices Online

Banner: How can you upload reciepts?

You have three different ways to upload your receipts and invoices:

  1. Forward receipts via email

  2. Upload receipts via desktop (web app)

  3. Upload receipts via the smarta receipts app


1. Forward receipts via email

Your personal smarta email address for receipt imports. Simply send or forward emails with your receipts (PDF or image attachments) to this address. We automatically extract the relevant information and assign the documents to your bookkeeping.

How to find your personal address:

  1. Open the smarta Web App and go to Profile → Receipt Import.

  2. Your personal email address will be displayed there.

  3. Click Copy address to copy it directly.

Why your personal address is so useful:

  • Send from any email address: The email does not have to be sent from the address registered with smarta. Employees or even your personal email account can submit receipts.

  • Receive invoices automatically: Use your personal smarta address as the billing email address with online services (e.g. Apple, Amazon, or software providers). New invoices will automatically be imported into your bookkeeping.

  • Automatic matching: Using OCR, we automatically match receipts to the corresponding transactions whenever possible. If a receipt cannot be matched automatically, you'll receive a to-do in the Web App to assign it manually.

  • Clear feedback: If we cannot process an email (for example, because it has no attachment or an unsupported file type), you'll automatically receive a notification by email.

Important: Your email must include an attachment (PDF or image). Emails without attachments cannot be processed. Your personal email address is unique to your account—please do not share it publicly.

The previous address belege@smarta-steuern.de will continue to work during a transition period. However, it only accepts emails sent from the email address registered with your smarta account. We recommend switching to your personal address.

2. 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:

  1. Click on "Downloads" in the smarta Web-App.

  2. Select "Receipts."

  3. Choose the period for which you want to download the receipts.

  4. 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.

  1. Click on the transaction to which you want to download the receipt.

  2. In the preview, you can download the receipt via the download icon.


Find Missing Receipts

  1. Click the magnifying glass in the "Bookkeeping" section above the transactions.

  2. Select "Required Receipts".

  3. All transactions without a receipt will be displayed.

3. Receipt upload via the smarta receipt app

Download the mobile app from the App Store (Apple) or Google Play Store (Android) and easily upload your receipts on the go.

We take care of the further processing and categorization for you.

In the following video, we show you all three ways to upload your receipts in the app.

For more information and answers to the most important questions about the receipts app, follow this link.


Do you need support?

For our clients:
Feel free to reach out to us anytime at kontakt-team@smarta-steuern.de or book a consultation here – we're here for you!

Not a smarta client yet? No problem!
Book an appointment here for our comprehensive startup package or a consultation if you only have questions about specific topics.

Further questions?
Contact us via the app or by email at kontakt-team@smarta-steuern.de if you want to learn more about our consulting services or have other tax-related concerns.

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