Receipt Management

Capture, store, and match receipts to transactions.

That shoe box full of receipts? The pile on your desk? The photos in your camera roll from six months ago?

There’s a better way. Capture receipts as you get them, match them to transactions, and have everything organized when tax season arrives or when your accountant asks for backup.

Capturing receipts

Mobile upload (fastest)

1. Open Pluvel on your phone
2. Tap Add Receipt
3. Take a photo
4. Receipt uploads and processes

Do it while you’re still at the register. Future you will thank present you.

Email forwarding

Forward receipts straight to Pluvel:

1. Find your unique receipts email in Settings
2. Forward receipts to that address
3. Receipts appear in your inbox

Good for emailed receipts — just forward and done.

Drag and drop

On desktop:

1. Go to Receipts
2. Drag and drop images or PDFs
3. Uploaded and processed

OCR processing

We extract information automatically:

Field	What we find
Vendor	Store/merchant name
Date	Purchase date
Amount	Total amount
Items	Line items (when they’re clear)

Review what we extracted and confirm. Saves typing, though you should double-check.

Receipt inbox

Receipts you haven’t matched to anything yet:

1. Go to Receipts → Inbox
2. See all receipts waiting
3. Match to transactions or create expenses

Don’t let receipts pile up here. Weekly cleanup keeps things manageable.

Matching receipts to transactions

Manual matching

1. Open the receipt
2. Click Match to Transaction
3. Find the corresponding bank transaction
4. Confirm match

Receipt attaches to the transaction. Done.

Auto-matching

We suggest matches based on:

• Amount
• Date
• Vendor name

Review suggestions and confirm. Usually pretty accurate for clear receipts.

Creating expenses from receipts

If there’s no bank transaction (you paid cash, or it hasn’t imported yet):

1. Open the receipt
2. Click Create Expense
3. Details pre-filled from what we extracted
4. Complete and save

Organizing receipts

Tags

Add tags to receipts for easy filtering:

• Client name
• Project
• Trip (SXSW 2025, Client visit, etc.)
• Category

Folders

Organize into folders:

• By month
• By project
• By employee

Find anything in seconds instead of scrolling through hundreds of receipts.

What makes a valid receipt

Element	Why you need it
Vendor name	Proves where you spent money
Date	Proves when
Amount	Proves how much
Items	Shows what you bought (important for audits)
Payment method	Sometimes required by policy

Credit card statements alone aren’t sufficient for audit purposes. The IRS wants itemized receipts showing what you actually purchased.

Finding missing receipts

Track transactions that need receipts:

1. Go to Receipts → Missing
2. See transactions flagged for missing receipts
3. Upload receipts or mark as “Receipt unavailable”

Receipt affidavit

For lost receipts over your threshold:

1. Describe the expense
2. Explain why the receipt is missing
3. Sign the affidavit
4. Attach to the transaction

Not ideal, but better than nothing for legitimate expenses.

How long to keep receipts

Type	Keep for
Regular expenses	7 years
Asset purchases	Life of asset + 7 years
Tax-related	7 years minimum

We store them securely with backups. No shoe boxes required.

Exporting receipts

Export for:

• External auditors
• Tax preparation
• Your own backup

Options:

• PDF bundle (all receipts in one file)
• Individual images
• With transaction data (CSV)

Settings

Configure how receipts work:

Setting	What it controls
Receipt required over	Dollar threshold for required receipts
OCR processing	On/off
Auto-match	Enabled/disabled
Email address	Your unique receipts email

Employee management

Manage your employees.