Overview
CompanyOn allows clinics and practitioners to upload receipts and supporting documentation directly to expense entries.
Uploading receipts helps clinics:
• Simplify bookkeeping workflows
• Centralize financial documentation
• Improve audit preparation
• Support reimbursement tracking
• Maintain organized expense records
Receipts remain attached directly to the expense entry for future reference.
How to Upload a Receipt to an Expense
Open the expense entry
Select Upload Receipt
Choose the receipt file or image
Save the uploaded receipt
Supported Receipt Types
Accepted File Types
• Photos
• PDF receipts
• Scanned invoices
• Digital receipts
What Happens Next
Once uploaded:
• The receipt becomes attached to the expense entry
• Staff can review the receipt later
• Financial documentation remains centralized inside the Expenses module
Benefits of Uploading Receipts
Why Uploading Receipts Is Helpful
• Simplifies bookkeeping
• Improves audit tracking
• Supports reimbursement workflows
• Centralizes financial documentation
• Improves operational organization
Common Receipt Workflows
Common Expense Documentation
• Vendor invoices
• Equipment purchases
• Office supply receipts
• Travel expenses
• Facility expenses
• Administrative purchases
Best Practices
Recommended Best Practices
• Upload receipts immediately after purchases
• Use clear images or scans
• Verify receipts are attached to the correct expense
• Keep expense categories accurate
• Review uploaded receipts regularly
Frequently Asked Questions
Can Photos of Receipts Be Uploaded?
Yes. Receipt photos and images can be uploaded directly to expenses.
Can PDF Receipts Be Uploaded?
Yes. PDF receipts and scanned invoices are supported.
Why Should Receipts Be Uploaded?
Uploading receipts helps organize financial documentation and supports bookkeeping and audit workflows.
Are Uploaded Receipts Attached to the Expense Entry?
Yes. Uploaded receipts remain connected directly to the associated expense entry.
Can Receipts Be Reviewed Later?
Yes. Uploaded documentation remains accessible inside the expense record.