Add a receipt

Recording expenses when they happen is the whole point. Aim for under a minute per receipt.

Steps

1. Start a new receipt

On web: Receipts → create / add. On mobile: Receipts tab → add.

2. Add image or PDF

Attach a photo or PDF. On mobile, use the camera. Optionally enable Auto Analyze so Doortrackr can suggest date, vendor, and amount from the image. Always verify OCR suggestions.

3. Complete required fields

Set:

• Date and cost
• Schedule E category (required)
• Property (or leave unassigned for a general expense)
• Optional job, vendor, description

Save. The receipt appears in lists and reports.

Tips

• Multi-image receipts are supported where the UI allows.
• Wrong category? Edit the receipt — categories drive Schedule E tables.

On mobile

Capture is optimized for phone cameras. Sync to web for spreadsheet view or CSV import.