Uploading Receipts
How to attach receipt photos or PDFs to your expenses for record-keeping.
Uploading Receipts
Attaching receipts to expenses creates a complete audit trail and makes tax preparation easier.
How to Upload
- When recording or editing an expense, click the Attach Receipt button.
- Choose a file from your device or drag and drop into the upload area.
- The receipt is linked to the expense and stored securely.
Supported Formats
- Images — JPG, PNG, WebP, HEIC.
- Documents — PDF.
- Maximum size — 10 MB per file.
Mobile Upload
On mobile devices, you can take a photo of a receipt directly from the upload dialog. The camera opens and the photo is attached instantly.
OCR Auto-Fill
When you upload a receipt image, Latch uses optical character recognition (OCR) to attempt to extract:
- Amount — The total amount on the receipt.
- Date — The transaction date.
- Supplier — The merchant or supplier name.
Review the auto-filled fields and correct any errors before saving.
Viewing Receipts
From any expense, click the receipt thumbnail to view the full-size image or PDF. You can also download or replace the receipt at any time.
Tip: Use your phone to snap receipts on the spot — this prevents them from being lost and keeps your records complete.
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