How to Attach a Receipt to a Transaction
1
Take a picture of the receipt or scan the receipt to your computer
2
Log in to dashboard.pexcard.com
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.
- The image format is one that is supported by the system:
- .PNG
- .JPG
- The file contains no malware or computer viruses
- The file is not corrupted
- The file is smaller than 1 MB
Other ways to submit a receipt
You don’t have to log in to the website every time you want to attach a receipt. PEX can also collect receipts by text message and by email, and it will auto match them to the right transaction for you. When you make a purchase, PEX can send you a receipt reminder by SMS or email so you don’t forget to submit documentation. Reply to that reminder with a photo of your receipt and PEX takes care of the rest. You can turn the receipt reminder on from the Notifications tab in your profile.- Text to PEX — Text a photo of your receipt to PEX at (640) 800-7522, or reply to your SMS receipt reminder. See the Text to PEX (Cardholder guide) for setup and details.
- Email to PEX — Email a receipt to receipts@pexcard.com, or reply to your email receipt reminder. See the Email to PEX (Cardholder guide) for setup and details.
Note:To receive receipt reminders and submit receipts by text or email, make sure the phone number or email address you use is verified in your profile.
FAQ
Do I need to include the receipt amount along with the image?
Do I need to include the receipt amount along with the image?
No. The receipt image is enough for PEX to auto match it to the transaction.
Can I submit more than one receipt at a time?
Can I submit more than one receipt at a time?
Yes. When you text or email in multiple receipts, PEX auto matches each one to its corresponding transaction. On the website, upload one file per transaction.
My receipt is too long. Can I submit it in parts?
My receipt is too long. Can I submit it in parts?
Yes. Just make sure the date and total amount paid are visible.
Why didn't my receipt match?
Why didn't my receipt match?
For best matching results, make sure the receipt shows the merchant name, date and total amount paid, and only submit receipts for purchases made with your PEX card. If it still doesn’t match, you can attach it manually from the website or the mobile app.
What are the other ways to submit a receipt?
What are the other ways to submit a receipt?
You can text a photo of your receipt to PEX at (640) 800-7522 or email it to receipts@pexcard.com. See the Text to PEX and Email to PEX guides for details.