- Categorise expenses in separate folders, allowing you to track total spend and stay within budget
- Use notes and tags to keep track of the business purpose for each expense
- Free to all business customers
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Business Services
Receipt Management
We're closing our receipt management service
Our receipt management service, which is currently available on the Ednites Credit Union mobile app, will close on 28 February 2022. If you receive receipts by email, or use this service, please download all your receipts by 21 February 2022. The latest iOS/Android version of the App will be required. If you receive receipts from suppliers, please let them know this option will no longer be available.
On this page
App available to customers aged 11+ with compatible iOS and Android devices and an international mobile number in specific countries. This service is available to Business and Premier Banking customers only.
Manage your receipts using our Mobile Banking app
Receipt Management is a free tool integrated to our Mobile Banking app. It lets you effortlessly capture and image of your receipts and store them in one secure and searchable library. With receipt categorisation and automatic transaction matching when using your Ednites Credit Union cards, you can't afford to miss out.
- Account for cash receipts to help monitor your cash flow
- When using your Ednites Credit Union cards, receipts will automatically attach to matching transactions
How does Receipt Management work?
Capture a photograph of your paper receipt. The service will take care of the rest, working its magic to create a digital receipt, storing essential information about your purchases.
Get started with Receipt Management
Do you have our Mobile Banking app?
Need some help?
We offer a wide range of support to ensure you can make the most of our Receipt Management tool. Just select a question from our common questions below and we'll walk you through the steps.
How do I...
Ready to get started?
We're excited to introduce you to our Receipt Management tool and some of the great features that lots of our customers are currently using.
How do I capture a receipt?
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Log in to the Ednites Credit Union Mobile App, navigate to ‘Manage Receipts’
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Select ‘Capture Receipt’
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On first use you will be asked to allow access to the camera, this will allow the app to take a picture of the receipt
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The app will try to capture the receipt using 'automatic' mode, the blue area shows where the app has auto-detected a receipt. You can also switch to ‘Manual' mode to capture your receipt
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Once the picture has been taken, you will be presented with a preview
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Next you'll see the information captured from the receipt digitally, this information can be edited if required
How do I export a receipt?
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Log in to the Ednites Credit Union Mobile App, navigate to ‘Manage Receipts’
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Click on ‘Receipts’ at the top of your screen
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Click on the ‘Select’ button and then select those you would like to export
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Click on ‘Export’ at the bottom of your screen, you will be asked what format you'd like
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Send the exported list to yourself, your accountant or bookkeeper
How do I match my receipt to a transaction?
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Log in to the Ednites Credit Union Mobile App
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Select the account you made the payment from and go to 'View transactions'
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Select the transaction you would like to attach your receipt to
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Select 'Capture receipt' under the Attachment title top right of the page
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Capture the receipt using the skills you previously learned in the capture guide
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You will now have the ability to view the receipt for this transaction
How do I export all the receipts in a folder?
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Log in to the Ednites Credit Union Mobile App and go into the folder list
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Select the folder you wish to export (maximum 400 receipts)
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Choose “Export” in the options menu
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Select the desired format for your receipts export
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Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)
How do I export all my receipts individually?
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Log in to the Ednites Credit Union Mobile App, navigate to the receipts list
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From the receipts list, tap on “Select”, or tap on “Select All”
- If selecting all, this will select all the receipts currently displayed on your screen.
- You will need to Scroll down to refresh the view with additional receipts, press “de-select all” (this will function as Select All once unselected receipts are displayed).
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Continue until all desired receipts have been selected (up to a limit of 400 receipts at a time)
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Choose “Export” in the options menu
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Select the desired format for your receipts export
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Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)
How do I export filtered receipt results?
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Log in to the Ednites Credit Union Mobile App, navigate to the receipt list
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From the receipt list, tap on “Search” or the search icon
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Use the filters to refine the receipt results as desired (date range, category, type, etc..)
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From the results list, tap on “Select”, or tap on “Select All”
- If selecting all, this will select all the receipts currently displayed on your screen.
- You will need to Scroll down to refresh the view with additional receipts, press “de-select all” (this will function as Select All once unselected receipts are displayed).
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05
Continue until all desired receipts have been selected (up to a limit of 400 receipts at a time)
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Choose “Export” in the options menu
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Select the desired format for your receipts export
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Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)
How do I find my receipt export?
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Log in to the Ednites Credit Union Mobile App
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Navigate to "Recent Exports"
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The whole package (CSV, XLS, PDF) will be zipped as a single file that you can access from here
How do I download an export file that's not responding?
Creating a packaged export file does take some time and the more files in the export, the longer it can take to generate. If nothing happens when you tap on the export file, return to this page at a later time to try again.
How do I find out how long it will take for an export to process?
It can take as long as 24 hours to process an export. Typically, exports take less than 24 hours, however it does depend on the size of the export.
How do I find an export no longer appearing in my list?
Only the most recent four exports are shown in the list. If you need to create multiple exports, be sure to share them up from the “Recent Exports” list regularly. Also, remember that the export files are stored for two weeks from when they were created. If the export is no longer there, you may need to create a new export with the receipts you are looking for.