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I'm having a problem with the Receipt Management feature not attaching the receipts (.jpg images) to the expense once I've "reviewed" the expense, added in all the receipt details, and clicked "Save & Add to Register". The expense does add correctly in the vendor account, but when I click on the transaction, there is no attachment.
Furthermore, under receipt management, when I go to the "Reviewed" tab, I can see a thumbnail of the added receipt, and the all the detailed information - including, under the column "Match", where is says "Attached to transaction". If I click on the thumbnail (which I can tell does look like the receipt image), it shows a broken link image, so there's nothing for me to view. Under the "Action" column, I can click on "View" - this takes me to the appropriate expense information (with the top heading "Write Checks") and I can also see the "Check" under the correct vendor transactions. When viewing the Check, there are no attachments.
I've been doing a workaround by doing a screenshot of the receipt when I initially put it in, saving it to a "receipts" folder, then, after saving it in the register, going back into the vendor and that "check" and manually attaching it there. This is so tedious!
I've done the data rebuild several times and this not help. Is there maybe a setup thing I'm missing where these images aren't being stored in the correct location, or simply something I've missed? Any suggestions would be great, as my workaround solution just creates so much extra work to input!
I've put some screenshots on so you can see what I see
FYI - These receipts come in to Receipt Management from my employees uploading them through the Android App
Thanks for taking the time to reach out to the QuickBooks Community, @whit.
How are you doing today? I hope all is well.
There are a couple of things we can cover here to ensure you're set up correctly. First, I wanted to clarify your user permissions. To do that, let's check the following:
For additional information about this process, check out Upload receipts to QuickBooks Desktop.
Once the user permissions are confirmed, and if you're still experiencing issues, let's ensure receipt file names do not contain special characters (like !, @, #). This can cause the images to link incorrectly.
I also wanted to mention that oftentimes, users who add images by using the Matched feature can have broken thumbnail links (images). With that said, let's try adding them by clicking on the Review tab, then tapping on Attach. From there, select Save and Add to register.
If you're still facing issues, I recommend contacting our Technical Support Team. Our agents have the tools to screen share securely so they can investigate this matter further. You can use the link I'm including below to connect with our team directly.
Please don't hesitate to let me know if you have any additional questions or concerns. Have a good one!
Thank you for the quick response!
Just to clarify, my employee only captures the receipts from his phone. I am the one logged in on the desktop, as an admin, and I am the one that does the receipt management. The other user that is set up is setup as a "secondary admin", so I don't think there's any issues there.
Under the "For Review" tab, I have a column titled "Action", where I select "Review". From that review, I can click on "Save and Add to Register". I do not have an "Attach" option, either under "Actions" or by clicking on the receipt picture. When I do click on the "Review" tab, I can see the receipt image just fine and make whatever adjustments I need before clicking on "Save and Add to Register".
As for the image file names, the app auto suggests a name, but only has a "-" as part of the name (which should be acceptable) and no other special characters.
This feature has never worked for me. I've called several times throughout the years and have only been walked through rebuilding the data files and uninstalling/reinstalling the program. There has not been anyone able to help me so far. I'm just to the point where I'm tired of the extra work I'm doing!
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