Upload receipts
To avoid losing track of paper records, you can upload receipts to OnBalance to maintain those records electronically.
When you add the record for an expense, deposit, or other transaction or add or change a bill, you can upload a receipt to OnBalance.
For a list of the type of files you can attach to a transaction, see OnBalance file types.
Note: You can attach only one receipt to each transaction.
Click Upload Receipt to attach a receipt to the transaction.
Note: Once you attach a receipt, the button changes to View Receipt.
Delete a receipt
If you uploaded an incorrect receipt or no longer need a receipt that you uploaded, you can remove the receipt from OnBalance.
Click Remove Receipt.