Skip to main content
Coming soon, we will automatically match a receipt to a transaction. Interested to learn more? Sign up here .

​
How to add attachment 

Complete the following steps:
  • Log in to http://dashboard.pexcard.com/
  • Click “Transactions” from the left navigation.
  • Locate the transaction you would like to add the receipt to.
  • Click on that transaction.
  • Click “Upload”.
image.png
  • Select a receipt that you want to add to the transaction.
  • Click “Save”.
PEX will verify the following:
  • The image is a supported format: PDF, PNG, or JPG.
  • The file contains no malware or computer viruses.
  • The file is not corrupted.
  • The file is smaller than 10 MB. If the upload is successful, the image will appear next to the transaction.

​
Adding multiple attachments

To add additional attachments, complete the following:
  • Hover over the receipt image.
image.png
  • Click “Add”.
  • Select a receipt that you want to add to the transaction.
  • Click “Save”.

​
Edit attachments

If you want to edit the attachment:
  • Hover over the receipt image.
image.png
  • Click “Edit”.
    • You will see a modal window with editing capabilities: Add receipt, Replace receipt, Rotate clockwise, Crop, Zoom out, Zoom in, Download, Delete.
  • Click “Save”.
Click the “X” in the corner of the receipt image box to delete a receipt.
image.png
Transactions with uploaded attachments are categorized as “Not Reviewed” and appear in the “Not Reviewed”.  You will have the opportunity to review things like tags and notes before approving or rejecting the transaction. 
image.png

​
How to attach receipt to transaction?

To add an attachment that has been previously uploaded to “Attachments” (“Review” menu -> “Attachments” tab -> Click “Upload” -> Click “Browse”) to a transaction then follow these steps:
  • Log in to http://dashboard.pexcard.com/
  • Click “Transactions” from the left navigation.
  • Locate the transaction you would like to attach the receipt to.
  • Click on that transaction.
  • Click “Attach”. Once you click “Attach”, you will see the “Attachments” section appear below the “Attach” button.
image.png
  • Select one or more receipts that you want to attach to the transaction
  • Click “Add”.
Note:Clicking “Cancel” will hide the list of receipts and display the Tags and Notes sections.
After clicking “Add” you will see:
  • Success message stating that the receipt has been successfully attached.
  • Receipt image appear next to transaction details.
If you want to add more receipts to the transaction that already has a receipt then:
  • Hover over the receipt image.
image.png
  • Click “Attach”. Once you click “Attach”, you will see the “Attachments” section appear below the “Attach” button.
  • Select one or more receipts that you want to attach to the transaction: check the checkbox or click on the uploader first/last name to select a receipt.
    • You can scroll horizontally to find a needed receipt.
  • Click “Add”.
Note that the receipt will disappear from the “Review” menu -> “Attachments” tab (if you are Admin)/“Attachments” menu (if you are Cardholder) after you attach the receipt to a transaction.
Last modified on April 22, 2026