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Cardholders can attach an image of a receipt to a transaction through the PEX website dashboard.  This article covers uploading through the website, however, cardholders can also add receipts with the PEX mobile app from a phone or mobile device. 

How to Attach a Receipt to a Transaction

1
Take a picture of the receipt or scan the receipt to your computer
3
Navigate to the “Transactions” tab
4
Locate the relevant transaction, and click on it to see the transaction details
  • You can use the Filter button above the transaction list to add a filter which may help narrow the list of transactions to help find a specific transaction.
5
Click the “Upload” button in the transaction details window
6
Locate the image file of the receipt on your computer
  • You can also drag-and-drop the file on to the window that says “Upload”
7
Upload and attach the image - one file per transaction.
8
Click “Save” in the following window.
  • The image upload window will have tools such as Rotate, Crop, Zoom In, Zoom Out to help you edit the image.
  • You can also choose a different file, save an existing receipt image from this window to your current device, and/or Edit your uploaded image at a later date from this window.
When uploading an image of the receipt, the PEX system will verify that:
  • The image format is one that is supported by the system:
    • .PNG
    • .JPG
    • .PDF
  • The file contains no malware or computer viruses
  • The file is not corrupted
  • The file is smaller than 1 MB
Last modified on April 22, 2026