Mobile App - Manage Receipts

Mobile App - Manage Receipts

Mobile App Receipt Organizer

The IRS requires proof that your FSA/HRA pre-tax dollars are used for eligible expenses.  Take pictures of all your receipts, statements, and EOBs as soon as you have them. 


Add a receipt

Once logged into the mobile app, choose Manage Receipts. This screen displays the receipts based on the date they were uploaded.  Green sticky notes indicates those receipts that have been used.



Add a receipt to the organizer by pressing the large plus sign in the blue dot at the bottom of the screen.  Choose either camera or photos (gallery).



How to use receipts in the organizer

1. Choose File A Claim from the app menu.


2. Enter your claim details.


3. Press Upload Receipt.


4. Select Receipt Organizer and then select the receipt to add.


The claim will show the attached mobile receipt.  You can then submit your claim.