Help Guide

Receipt Scanning and Upload Troubleshooting

BestInterest can attach receipt files to an expense. Receipt uploads require Connect, Protect, or Protect Plus, and an expense can have up to five receipt files.

The scanner creates a document from the camera image. It does not read the total, merchant, category, or date into the expense form. Enter and correct those fields manually.

Scan or Choose a Receipt

  • On iPhone or Android, use Scan a Receipt to capture one or more pages as a single PDF.
  • Use Choose from Gallery to attach existing images. Each selected image counts toward the five-file limit.
  • In the web app, use the gallery or file chooser. Camera document scanning is not available there.

For a new expense, choose the receipt option before saving. For an existing expense you created, open it and tap Add Receipt.

If Scanning Is Unavailable or Fails

  1. Confirm that BestInterest has camera permission in the device settings.
  2. Close other apps using the camera and try again.
  3. Hold the receipt flat in even light, keep every edge in frame, and avoid glare.
  4. If the device says document scanning is unavailable, photograph the receipt with the normal camera and use Choose from Gallery.

If the resulting scan is blurry or the total is unreadable, remove it and capture a clearer copy. BestInterest cannot correct or extract unreadable receipt text.

If an Upload Fails or Times Out

Keep the app open and online until the attachment finishes. If BestInterest says the upload timed out or could not confirm the attachment, reopen the expense before trying again. The receipt may have completed after the timeout; checking first avoids a duplicate.

When several gallery images are selected, some can succeed before another fails. Reopen the expense and retry only the missing images. If all five slots are used, remove an unneeded receipt before adding another.

Only the person who created an editable expense can add or remove its receipts. Removing a receipt requires confirmation and does not delete the expense.

Still Having Issues?

Contact support with your device type, app version, whether you used Scan or Gallery, the number and type of files, and the exact error. Avoid attaching a receipt that contains sensitive information unless support specifically requests it.

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