From e26cb927c749caa0700772c93c3c43e8864b4f5b Mon Sep 17 00:00:00 2001 From: "Stephanie Elliott (via MelvinBot)" Date: Tue, 17 Mar 2026 02:02:16 +0000 Subject: [PATCH 1/2] docs: add crop receipt documentation to help site Update the receipt editing article to document the new crop receipt feature added in PR #81380 and update the replace receipt instructions to reflect the new button-based UI. Co-authored-by: Stephanie Elliott --- .../Attach-and-edit-receipts-on-expenses.md | 26 ++++++++++++------- 1 file changed, 17 insertions(+), 9 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md b/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md index 2bc1cf3054bec..b325e1d7087ca 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md @@ -1,7 +1,7 @@ --- title: Attach and edit receipts on expenses description: Learn how to properly attach, verify, and troubleshoot receipts on expenses in New Expensify for audits and accounting. -keywords: [attach receipt, verify receipt, missing receipt, expense attachments, audit trail, New Expensify, receipt not showing] +keywords: [attach receipt, verify receipt, missing receipt, expense attachments, audit trail, New Expensify, receipt not showing, crop receipt, rotate receipt] ---
@@ -41,15 +41,20 @@ Attaching receipts in the report comment thread does **not** link them to any ex ## How to replace an existing receipt -**On web:** -1. Open the expense and click on the receipt image. -2. Click the three dots > **Replace**. -3. Click **Choose file** to add the receipt image file. +1. Open the expense and click on the receipt image. +2. Click **Replace**. +3. Take a photo or upload a receipt image file from your device. -**On mobile:** -1. Open the expense and tap the receipt image. -2. Tap the three dots > **Replace**. -3. Take a photo or upload a file from your device image gallery. +## How to crop a receipt image + +You can crop a receipt image to remove unnecessary areas or focus on specific details. + +1. Open the expense and click on the receipt image. +2. Click **Crop**. +3. Drag the corners or edges of the crop rectangle to select the area you want to keep. +4. Click **Save**. + +The cropped image will replace the original receipt on the expense. --- @@ -105,5 +110,8 @@ Only the expense creator or a Workspace Admin can attach a receipt an expense. ## Will auditors see receipts added in report comments? No. Receipts in the comments section are considered supplemental and are not included in audits, exports, or downloadable reports. +## Can I crop or rotate an eReceipt? +No. The **Crop** and **Rotate** buttons are only available for image receipts that you uploaded or scanned. eReceipts cannot be cropped or rotated. + ## Can I attach both the card and itemized restaurant receipts? Yes. Attach the **card receipt** to the expense itself, and upload the **itemized receipt** in the report comments as supporting documentation. From 64346fe926815ab69b04e245596894d9ccf2a696 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 17 Mar 2026 14:15:18 -1000 Subject: [PATCH 2/2] Update Attach-and-edit-receipts-on-expenses.md --- .../Attach-and-edit-receipts-on-expenses.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md b/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md index b325e1d7087ca..d30532e625aad 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Attach-and-edit-receipts-on-expenses.md @@ -1,7 +1,8 @@ --- title: Attach and edit receipts on expenses description: Learn how to properly attach, verify, and troubleshoot receipts on expenses in New Expensify for audits and accounting. -keywords: [attach receipt, verify receipt, missing receipt, expense attachments, audit trail, New Expensify, receipt not showing, crop receipt, rotate receipt] +keywords: [New Expensify,attach receipt, verify receipt, missing receipt, expense attachments, audit trail, New Expensify, receipt not showing, crop receipt, rotate receipt, trim receipt] +internalScope: Audience is Expensify members and Workspace Admins. Covers attaching, replacing, and cropping receipts on expenses. Does not cover SmartScan configuration or receipt forwarding via email. ---