Uploading Expense Card Receipts Video Tutorial
How to Upload an Expense Card Receipt (HCP Web Portal)
Click on the 'My Money' tab in the navigation bar at the top of your Housecall Pro account.
Select 'Transactions' from the menu on the left, under HCP Money.
Click on an Expense Card purchase line item, and the transaction details card will appear on the right side of your screen.
Click 'Upload' next to "Receipt" in the transaction details card.
Upload the receipt image, and you're all set!*
ⓘ Technicians and Office Staff can upload receipts using the HCP Mobile App but only for their own purchases. Admins can upload receipts from the HCP Web Portal for all Expense Card purchases but only their own transactions on the HCP Mobile App.
Please Note: *If you have the QuickBooks Online integration with Housecall Pro enabled, the receipt images will automatically transfer to the corresponding transaction.
How to Upload an Expense Card Receipt (HCP Mobile App):
Open the HCP Mobile App.
On iOS/Apple devices, tap 'More' in the bottom right corner of your screen.
On Android devices, tap the three-line icon in the top left corner of your screen.
Tap 'Expense History' then select an Expense Cards purchase line item.
Tap 'Add receipt' and upload the receipt image by taking a new photo or uploading one from your photo library.
You're all set!*
ⓘ Technicians and Office Staff can upload receipts using the HCP Mobile App but only for their own purchases. Admins can upload receipts from the HCP Web Portal for all Expense Card purchases but only their own transactions on the HCP Mobile App.
Please Note: *If you have the QuickBooks Online integration with Housecall Pro enabled, the receipt images will automatically transfer to the corresponding transaction.
Expense Card Receipts in QuickBooks Online
Expense Card receipts will now transfer to your QuickBooks® Online account automatically. Just upload your receipts through the HCP Web Portal or Mobile App and we'll take care of the rest!
To view the receipt in your QuickBooks account, go to the Expense Cards transaction and it will be in the 'Attachments' section.
Not an Expense Card user yet? Click here to learn more.
Housecall Pro Expense Card is a Visa Commercial Credit Card issued by Celtic Bank, and subject to approval. Money transmission services provided by Stripe Payments Company with funds held by Evolve Bank & Trust, member FDIC.