Skip to main content
Download the Mobile App (iOS and Android): When you install the app on your device, please be sure to enable permission for the PEX app to access your camera and your photo gallery. These permissions are needed to take pictures of receipts and upload existing pictures of receipts. More information about app permissions on iOS is available here:
https://support.apple.com/en-us/HT203033  More information about app permissions on Android is available here:  https://support.google.com/googleplay/answer/6270602?hl=en

​
To Attach a Receipt to a Transaction Record:

1
Take a picture of the receipt
2
Locate the transaction
3
Attach the image and upload it to PEX - one file per transaction. Please see details below on how to upload the image.
While uploading the image of the receipt, the PEX system will verify:
1
That the image format is supported by the system:
  • .PNG
  • .JPG
2
That the file contains no malware or computer viruses
3
That the file is not corrupted
4
That the file is smaller than 10 MB
How to Upload a Receipt When Your Phone is Connected to the Internet (Option 1):
1
Log in to the PEX Mobile App
2
Click on the “Transactions” icon at the bottom of the screen
3
Navigate to the cardholder transaction list
4
Click on the correct merchant transaction for the receipt
Click on the transaction to which you want to attach the receipt
  • Click the “Add Receipt” button
    • It is a camera icon with plus sign (”+”) towards the center of the display.
Click on the camera icon with the ”+” sign to attach a receipt to the transaction record
  • There are three ways to attach the receipt image to the transaction (you can crop or rotate the image before you finally upload it):
    • Take a photo of the receipt with the camera
    • Use an image of the receipt that has previously been saved in the receipt Gallery
    • Use an image of the receipt that’s already in your image Gallery
Take a picture of the receipt with the phone’s camera, upload an image from the receipt gallery or upload an image of the receipt from your device’s image gallery How to Upload a Receipt When Your Phone is Not Connected to the Internet (Option 2):
 
  • Upload the image of the receipt to PEX
    1. Take a photograph of the receipt with your phone’s camera and save it in the PEX Receipts folder.
      • You cannot log in to the PEX app when you are offline
      • The only transactions that will appear from the Receipt tab are transactions without receipts, and transactions with a receipt where the status is “Rejected”
    2. Log in to the PEX Mobile App when you are online again and access the Receipts tab. Once the internet connects whatever images you saved in the Receipts folder will appear.
    3. Click on the particular image you want to attach a receipt to.
    4. Find the transaction you want and attach it there.
    5. Alternatively, you can also go to the specific Transaction and access the receipt gallery there as well.
Click the Receipt icon and attach your receipt.
  • Select the image of the receipt you want from the receipt gallery or your device’s local gallery
  • Once a receipt has been added, the Receipt icon will be replaced with a preview of the attachment. If you wish to save this image to your device, replace or delete the attachment all you have to do is click on the image and follow the prompts.
  • After you upload a Receipt, users will have the opportunity to then add a Note as well. If a user enters nothing and Saves, then no Note is created. Nonetheless, notes can be created anytime afterward.
  • Please note, for users who have Tag functionality enabled, and if there are “Required Tags” you must enter the tag value before attaching the Receipt, otherwise you will see this error.
Last modified on July 2, 2026

Related topics

TransactionsQuick Start for CardholdersMobile App - Overview (Cardholder)How to Delete a Receipt (Administrator)How to Add a Receipt to a Purchase