Upload receipts

To avoid losing track of paper records, you can upload receipts to OnBalance to maintain those records electronically.

When you add or change the record for an expense, deposit, or transfer, you can upload a receipt to OnBalance.

For a list of the type of files you can attach to a transaction, see OnBalance file types.

Upload a receipt

Note: You can attach only one receipt to each transaction.

Click Upload Receipt to attach a receipt to the transaction.

Note: Once you attach a receipt, the button changes to View Receipt.

Delete a receipt

If you uploaded an incorrect receipt or no longer need a receipt that you uploaded, you can remove the receipt from OnBalance.

Click Remove Receipt.

Upload a receipt

Note: This feature is available for the iPhone 6s, 7, 8, or X.

You can upload receipts three different ways.

  • Use your device's camera to take a shot of your receipt and upload the photo.
  • Upload a photo from your device's photo library.
  • Upload a photo from any apps on your device (e.g., iCloud or Google Photos) that support this process.

Enter your transaction information, tap Attach Receipt, navigate to the receipt, and tap Attach.

Delete a receipt

If you uploaded an incorrect receipt or no longer need a receipt that you uploaded, you can remove the receipt from OnBalance.

In the Banking screen, tap the transaction with the receipt you want to delete > Review Receipt > Delete Receipt > OK.

Upload a receipt

You can upload receipts three different ways.

Note: This feature is available with the Nougat operating system or above.

  • Use your device's camera to take a shot of your receipt and upload the photo.
  • Upload a photo from your device's photo library.
  • Upload a photo from any apps on your device (e.g., iCloud or Google Photos) that support this process.

Enter your transaction information, tap Attach Receipt, navigate to the receipt, and tap Attach.

Delete a receipt

If you uploaded an incorrect receipt or no longer need a receipt that you uploaded, you can remove the receipt from OnBalance.

In the Banking screen, tap the transaction with the receipt you want to delete > Review Receipt > Delete Receipt > OK.

The availability of some or all of these features depends on your OnBalance bundle.


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