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How do I upload a receipt to a transaction on Juni?

Updated yesterday

Overview

Uploading receipts in Juni is a simple way to streamline your financial management. You can do it in three different ways: through Integrations, Juni AI Email Match, or by manually uploading.


Manual Uploading

You can upload receipts and proof of payment manually in Juni, both via the website and the mobile app.

Via the Juni website

  1. Log in to your Juni account

  2. Go to Money –> Transactions

  3. Click the Attachments icon for the transaction you want to add proof of payment to

Via the Juni mobile app

  1. Log in to the app

  2. Go to Money → Transactions

  3. Select the transaction you want to upload proof of payment for

  4. Add the receipt by choosing one of the following:

    • Upload from camera

    • Upload from photo album

    • Upload PDF

With Juni Smart Extract, you only need to upload the document. Our smart OCR technology automatically reads the receipt and populates the correct fields, saving you time.

How can I bulk upload attachments from Juni?

Do you have too many receipts at the end of the month? You can upload them all at once using Juni’s bulk upload and matching feature. This lets you upload and match documents with just a few clicks.

  1. Log in to your Juni account

  2. Go to Money → Transactions → Attachments → Bulk upload attachments

  3. Click Upload or drag and drop your documents to add them

Bulk-upload limit: JPG, PNG, HEIC and PDF files are supported. Each file can be up to 20 MB. You can upload as many attachments as you need at the same time.

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