Add Receipts to Transactions
ImpactGraph gives you four different ways to attach a receipt to a transaction. Use whichever one fits the moment — they all end up in the same place.
Why attach receipts?
Audit trail — every transaction has documentation, which makes reconciliation and year-end review far easier.
Compliance — grantors, boards, and auditors frequently require receipts for spend-card and reimbursement transactions.
Context — a receipt preserves line-item detail that a bank transaction alone can't show (what was purchased, from where, for whom).
The four ways to add a receipt
Method | Best when... | Where to start |
1. Bulk upload with AI matching | You have a stack of receipts and aren't sure which transaction each belongs to | Match Receipts button on the Transactions page |
2. Direct upload on a transaction | You know exactly which transaction the receipt is for | Open the transaction → Receipt section |
3. Email your receipts in | Forwarding from your phone or another inbox | Email them to [email protected] |
4. Reply to your Spend Card email | You just swiped your ImpactGraph Spend Card and have the receipt in hand | Hit Reply on the transaction notification email, attach the receipt, send |
Method 1 — Bulk upload with AI matching
Recommended default when you have more than one receipt to process.
How to do it
Go to the Transactions page.
Click the Match Receipts button at the top right.
Drag and drop files into the upload zone, or click to browse — up to 10 files at once.
Click Match File(s) to start processing.
Watch the per-file status update live: Queued → Processing → Matched or Failed.
What "Matched" means
When a receipt matches successfully, it's attached to the correct transaction and that transaction's row will display an AI-matched badge in the Receipt column.
What if a file fails?
The modal shows a short reason, such as:
Couldn't find a matching transaction — the receipt's amount or merchant doesn't line up with any known transaction.
Low-confidence match — there are possible matches, but none clear enough to trust automatically.
Receipt unclear or unreadable — the image quality is too low, or the file doesn't look like a receipt.
For any failure, use Method 2 below to attach the receipt to the correct transaction by hand.
Method 2 — Upload directly on a transaction
Best when you know exactly which transaction the receipt belongs to — including when AI matching fails, or when you're already coding the transaction.
How to do it
Click a transaction row on the Transactions page to open its detail modal.
Scroll to the Receipt section (above the coding fields).
Drag a file into the drop zone, or click to browse.
The receipt uploads immediately and appears in the list of attached receipts above the drop zone.
Method 3 — Email your receipts in
Great for forwarding from your phone — no login required.
How to do it
Send or forward any receipt to [email protected].
Attach the receipt to the email (photos, PDFs, forwarded order confirmations all work).
ImpactGraph runs the same AI matching as Method 1 and attaches the receipt to the best-match transaction.
Important
Send the email from the address on your ImpactGraph user account. That's how we know the receipt belongs to you.
If ImpactGraph can't confidently match the receipt to a transaction, it will be flagged so you can handle it manually.
Method 4 — Reply to your Spend Card transaction email
For anyone using an ImpactGraph Spend Card — this is the fastest flow on the go.
How it works
Every time your Spend Card is used, you receive a transaction notification email. That email is set up so that when you reply to it with a receipt attached, the receipt is automatically attached to that exact transaction — no AI guessing, no logging in.
How to do it
Open the transaction notification email on your phone or desktop.
Hit Reply. The reply-to address is already filled in for you.
Attach the receipt (a phone photo works great) and send.
Why this is the best option for card transactions
The receipt is tied to the original email, so it always lands on the correct transaction — even if you made several card purchases the same day.
It takes seconds from your phone's camera roll, right in the moment.
No app, no login, no searching for the transaction.
Viewing, downloading, and removing receipts
Once a receipt is attached, you can manage it from the transaction detail modal's Receipt section:
Preview (eye icon) — opens a side pane so you can look at the receipt while you code the transaction. If there are multiple receipts, use the arrow buttons to page through them.
Download (arrow icon) — saves the original file to your device.
Remove (trash icon) — detaches the receipt from the transaction. You can re-upload it to a different transaction afterwards.
The "AI-matched" badge on the Transactions list
In the Receipt column on the Transactions table you'll see an AI-matched badge on rows whose receipts were attached automatically (Methods 1, 3, or 4). Receipts added by direct upload (Method 2) appear as attached but without the badge.
Supported files and limits
Item | Supported |
File types | PDF, JPG, PNG, GIF, WebP, DOC, DOCX |
Batch size (bulk upload) | Up to 10 files at once |
Per-file size limit | Shown in the upload dialog for your workspace |
Processing time | Usually a few seconds per receipt |
Troubleshooting
AI couldn't match my receipt. Upload it manually using Method 2 — open the transaction and drop the file into its Receipt section.
I uploaded a receipt to the wrong transaction. Open the transaction, click the trash icon next to the receipt, then re-upload it to the right transaction.
Nothing happened after I emailed [email protected]. Make sure you sent it from the email address that matches your ImpactGraph user. If that's already correct, check whether it landed on a transaction silently — it may have matched without an obvious notification.
I replied to my Spend Card email — did it work? Open the transaction in ImpactGraph; the receipt should appear within a minute or two. If not, confirm that the receipt was actually attached to the reply (not inline-pasted) and that the reply went to the original reply-to address.
Can I upload a zip file of receipts? No — please send each receipt as its own file.