The receipt inbox is part of the Expenses product. Your organisation must have Expense Management enabled to use it.
When to use it
Use the receipt inbox when you want to work receipt-first rather than transaction-first:- Upload a batch of receipts as soon as you have them, without waiting for card transactions to appear.
- Review matches the AI wasn’t confident about, in one place.
- Confirm auto-matched receipts before they’re submitted, or detach ones that landed on the wrong transaction.
Opening the inbox
Go to Expenses → Receipts in the left-hand navigation. The inbox has three tabs:
Above the list, a header row shows the current view label and a live count of receipts in that tab.
Uploading receipts
You can add receipts three ways:- Drag one or more files onto the drop zone anywhere on the page.
- Click Browse in the drop zone to open the file picker. The picker supports multi-select — hold ⌘ (macOS) or Ctrl (Windows) to pick several files, or Shift-click to pick a range.
- On the expense sheet, click Replace to swap a single receipt on an already-attached expense.
Multi-file upload
When you drop or pick more than one file, Dash.fi uploads up to five at a time in parallel. A progress card appears above the list with a row per file — filename, a progress bar, and one of three states:
Once the batch finishes, Dash.fi shows a toast summarising the result — for example, Uploaded 8 receipts or Uploaded 6, failed to upload 2. Files that exceeded the size limit are counted as skipped in the same toast.
Successful uploads then move through the pipeline — OCR reads the merchant, amount, and date, then the matcher looks for a card transaction to attach the receipt to.
Row indicators
Each row shows a small badge on the merchant logo or thumbnail that tells you at a glance where the receipt stands. Hover any badge to see a tooltip with the full explanation.
Rows still being read or matched show a spinner and an Extracting details… subtitle; they can’t be selected until processing finishes.
Bulk actions
Select rows with the checkboxes on the left of the table. The list paginates 10 receipts per page — selection persists as you page through the current tab and clears automatically when you switch tabs.- Click a checkbox to toggle a single row.
- Shift-click a checkbox to select a range from the last row you clicked.
- Click the header checkbox to select every eligible row on the current page.
Confirmation and eligibility
Both actions open a confirmation dialog with the count of receipts that will be touched. Confirm to run the action in the background — the dialog closes immediately and each affected row shows its own spinner while Dash.fi works through the batch. Receipts on a submitted or approved expense are locked (they show the lock badge). Both bulk delete and bulk detach skip them — unsubmit the expense first if you need to change the receipt. If your selection includes locked rows, the counts on the bulk buttons and the summary toast reflect what actually ran — for example, Deleted 8, skipped 2.Working through the review queue
The Review tab is where you’ll spend most of your time. Click any row to open the receipt sheet on the right; from there you can:- Accept a suggested match on rows with the sparkle badge — the receipt attaches to the suggested transaction.
- Pick a different candidate if the top suggestion isn’t right — the sheet lists the runners-up.
- Search for a transaction with Find transaction when the matcher couldn’t come up with any candidates.
- Merge into an existing expense when the target transaction already has a receipt on it, instead of creating a duplicate.
- Delete the receipt if it was uploaded by mistake or is a duplicate.
Receipt statuses
Related
- Submitting expenses — the transaction-first flow for adding receipts, memos, and categories from the expense sheet
- Receipts on mobile — the same inbox in the Dash.fi iOS and Android app
- Download receipts as a ZIP — pull every receipt for a filtered set of expenses into a single archive