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 three 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
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 Matchin 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.
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, 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.
Manually Attach Receipts
1. To add receipts to a transaction, click the Transaction icon from the left navigation menu.
2. On the Transactions page, you will see two view options: All Transactions and Your Transactions.
a. The “All Transactions” tab displays all transactions on virtual cards that you have access to (i.e. cards you have sent, cards you can see within your org based on your role)
b. The “Your Transactions” tab displays transactions from virtual cards you have received.
3. Selecting a transaction opens a detail page with the ability to add a note or receipt.
4. 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).
5. Key in any notes using free form text to the “Notes” section below the “Receipt” section. 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.
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 virtual card 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.