Receipts
How do I add a receipt to something I paid out?
Quick answer
Choose Add receipt or Scan receipt and photograph or upload the receipt. Enter the same payment date and amount as the Money Out record already saved. Sumvra will recognise the matching payment; choose Attach receipt to this payment so the evidence is linked without creating a duplicate expense. If only part of the payment was for business, change the business-use percentage so Sumvra includes only that portion in allowable totals. If the payment is not already recorded, complete the Money Out details once and save it with the receipt attached.
Step by step
- Choose Add receipt or Scan receipt, then photograph or upload the receipt.
- Enter the same payment date and amount as the Money Out record already saved.
- When Sumvra shows the matching payment, choose Attach receipt to this payment.
- If part of the payment was personal, change the business-use percentage so only the business portion is included in allowable totals.
- If there is no saved payment to match, complete the Money Out details once and save the receipt with it.
Before you finish
Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.
Still need help?
Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.
