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How to Attach a Receipt to a Transaction Record Using the Mobile App (Cardholder)

Cardholders can attach an image of a receipt to a transaction record, using the PEX Mobile App.

Download the Mobile App (iOS and Android):

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

As it uploads 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

    iOS_Receipt_6.png

    Click on the transaction to which you want to attach the receipt

  5. Click the "Add Receipt" button
    • In Android, it is a green plus sign (“+”)
    • In iOS, it is an icon of a receipt

      iOS_Receipt_6a.png

      Click on the "+" sign (Android) or the Receipt icon (iOS) to attach a receipt to the transaction record

  6. There are two ways to attach the receipt image to the transaction (you can crop or rotate the image before you upload it):
    1. Take a photo of the receipt with the camera
    2. Use an image of the receipt that’s already in your image Gallery

      iOS_Receipt_7.png

      Take a picture of the receipt with the phone’s camera, or upload an image of the receipt from the image Gallery

  7. Upload the image of the receipt to PEX
    • You can also add a Note to the Transaction record

How to Upload a Receipt When Your Phone is Not Connected to the Internet (Option 2):

  1. Take a photograph of the receipt with your phone’s camera
    • Note: You cannot log in to the PEX app when you are offline
  2. Log in to the PEX Mobile App when you are online again
  3. Find the transaction you want
  4. Click on the transaction to see the Transaction Details
  5. Click the “+” (Android) or the Receipt icon (iOS) at the bottom of the screen

    iOS_Receipt_6a.png

    Click the Receipt icon (iOS) or the “+” (Android)

  6. Select the image of the receipt you want from the Receipt Source “Gallery”

    iOS_Receipt_8.png

    When you are online, upload the image of the receipt from the Receipt Source “Gallery”

  7. Attach the image of the receipt to the transaction
    • Note: The only transactions that will appear here are transactions without receipts, and transactions with a receipt where the status is “Rejected”
  8. Upload the image of the receipt to PEX
    • You can also add a Note to the transaction record
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