Overview
Extend makes it simple to keep every transaction fully documented. You can add notes, upload receipts, and leverage AI-powered automatching so your finance team can reconcile company spend faster and with fewer manual steps.
Extend’s AI-powered automatching automatically analyzes your receipts and links them to the correct transactions, no manual sorting required.
You can upload receipts in four ways:
- Email forwarding (AI-powered)
- Bulk Upload (AI-powered)
- SMS (AI-powered)
- Manually attach receipts to transactions
Note: Extend supports BMP, GIF, JPG, PNG, TIF, and PDF file types. Physical card transactions limited to select issuers.
AI Receipt Matching via Email Forwarding
1. From your registered email address, email or forward your receipt(s) directly to receipts@paywithextend.com.
2. After emailing your receipt images Extend's AI will extract key details (merchant, amount, date, etc.) and automatically match each receipt to the correct transaction.
You’ll receive a confirmation once matching is complete.
Note: You can forward multiple receipts to us at once, but there is a daily limit of 25 emails accepted per day. The number of attachments you can add to a single email will depend on the file size limit of your email client.
AI Receipt Matching via Bulk Upload
1. From the Create New menu or Card Transactions Page, select Auto-match Receipts.
From the mobile app:
From Web:
2. Select up to 10 receipt image(s) or files you wish automatically match to transactions and select Auto-Match Receipts
3. You’ll receive a notification when the AI matching is finished. Receipts successfully auto-matched by AI will display a lightning bolt icon on the transaction details page. If an attachment fails to match it will automatically be retried over the next three days.
AI Receipt Matching via SMS
You can also submit receipts by text message after making a purchase, no email forwarding or file uploads required.
Extend will send you a text message after a transaction is detected. Simply reply to the message with a photo of your receipt, and Extend’s AI will extract the details and automatically match it to the correct transaction.
- Ensure your mobile number is verified in your Extend profile. You will be prompted to opt into the service once your phone number has been verified
- After you make a purchase on a virtual card or physical card* you will automatically receive a secure SMS from Extend prompting you to attach your receipt.
Note: you can send any receipt image at any time to be matched to your transactions. - Take a photo of your receipt and reply directly to the text message with the image.
- Once matched, you will see the receipt attached to the transaction with the lightning bolt icon indicating an AI match. If an attachment fails to match it will automatically be retried over the next three days.
Note: Physical card transactions limited to select issuers.
Manually Attach Receipts
1. To attach a receipt manually, find the transaction in the area that matches your task:
- My Wallet → Card Transactions shows transactions on cards you use. Start here to add a receipt for your own purchase.
- Accounting → Card Transactions organizes all transactions across your org (transactions are organized by statement, when configured. Use this page when managing receipts as part of your accounting workflow.
Once you find the transaction, select it to open its details and attach the receipt.
2. Scroll to the section titled “Receipts.” If on your laptop or desktop, select the “Add Receipt” button to open a window with access to your files. Select the attachment(s) that you’d like to add to the transaction.
On Mobile, select the “Add Receipt” button and select the desired attachment(s) from your photos or document folder(s).
3. You can also key in any notes using free form text to the “Notes” section below the “Receipt” section. Or add any relevant expense categories All notes will be automatically saved.
Note: You can add or remove uploaded receipts or modify notes at any time.
Receipt Attachments & Notes FAQs
1. Can I forward receipts to Extend from any email address?
The sender’s email address must match the verified email address associated with the Extend user account. User's can also add a secondary email address to forward receipt documentation from.
2. What are acceptable file types for attaching receipts?
Extend supports BMP, GIF, JPG, PNG, TIF, and PDF file types for receipt attachments.
3. Who can export transactions with receipts and notes?
All users can export their transactions with attached receipts and notes for any transaction they have access to.
4. How can I tell if a receipt was AI-matched or uploaded manually?
AI-matched receipts show a lightning bolt icon on the Transaction flyout.