If your business needs to have receipts for accounting or tax claim purposes, or you just want to keep track of your expenses, you can upload a receipt for any of your Wise card transactions.
Here’s how to upload a transaction receipt:
From the transaction (Web and App)
Take a picture of your receipt with your smartphone
Go to your transaction list and select the relevant transaction
Select Add receipt (app) or Upload file (web)
Select the image that you want to upload and confirm
From the Activity page (Web)
Open the transaction list
Select the upload attachment symbol
Select the receipt that you want to upload and confirm
If your business is connected to Xero
When your Xero connection has Expenses switched on, card transactions with a receipt attached can sync to Xero as spend money transactions, with the receipt attached to the payment entry.
Your bookkeeper or admin reviews and categorises each expense in the Expenses table before it's synced. You can also turn on automatic syncing, so expenses go to Xero as soon as a cardholder uploads a receipt, using your default expense account and vendor.
To switch Expenses on, an admin needs the Manage software integrations and tools permission, then:
Go to Settings, then Accounting integrations
Find Xero under Connected and select Manage
Go to the Expenses section and toggle it on
Learn about uploading Expense Receipts to Xero Bookkeeping