---
title: What Are the Best Practices for Organizing Receipts in Docyt?
description: Learn to efficiently manage business expenses with Docyt's Receipt Box. Uncover strategies for daily and weekly receipt organization in this insightful guide.
---
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1. [Help Center](https://pages.docyt.com/knowledge?hsLang=en)
2. [Receipt Management](https://pages.docyt.com/knowledge/receipt-management?hsLang=en)
3. [Setup & Configuration](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#setup-configuration)
# What Are the Best Practices for Organizing Receipts in Docyt?
The Receipt Box in Docyt is your centralized hub for storing bank and credit card receipts post-payment. Aimed at optimizing the tracking of organizational expenditure, the Receipt Box enables users to email their receipts directly or upload them via the Docyt mobile app, streamlining receipt management.
**Note**:
- Avoid sending personal expense receipts intended for company reimbursement to the Receipt Box. Such receipts belong in the Expense Report module.
- In instances where both a receipt and invoice pertain to the same payment, prioritize the invoice. Mark the invoice as "paid" in Accounts Payable, eliminating the need for receipt upload. Docyt simplifies this by auto-formatting all your receipts into a PDF and aligning them with the corresponding expenses in the general ledger.
**Table of Contents**
- [How to Access Receipt Box](https://pages.docyt.com/knowledge/what-are-the-best-practices-for-organizing-receipts-in-docyt#Access)
- [Daily Tasks](https://pages.docyt.com/knowledge/what-are-the-best-practices-for-organizing-receipts-in-docyt#Daily)
- [Weekly](https://pages.docyt.com/knowledge/what-are-the-best-practices-for-organizing-receipts-in-docyt#Weekly)
### How to Access Receipt Box
1. **Log into Docyt**: Access Docyt by logging in to the web app. [Link here](https://app.docyt.com/sign_in).
2. To access the Receipt List, go to the top header menu and click "Expense Management." Select "Receipt Box" from the dropdown menu and choose "Receipt List" to view all your receipts.
### Daily Tasks
- Dispatch receipts promptly to your designated Receipt Box email address.
- Docyt auto-selects the payment account using the receipt's credit card's last four digits. If unavailable, manually select the appropriate payment account before approval.
- Redirect any mistakenly sent invoice to Accounts Payable via the 'Forward' button.
- **Receipt Splitting**:
- [**Split Across Businesses**:](https://pages.docyt.com/knowledge/how-can-receipts-be-separated-based-on-their-amounts-in-docyt?hsLang=en) Allocate a receipt among multiple businesses.
- [**By Page**](https://pages.docyt.com/knowledge/how-do-i-split-a-multi-page-receipt-into-individual-receipts?hsLang=en): Utilize the 'Split by Page' tool for segmenting multi-page PDFs into individual receipts.
- [**By Amount**](https://pages.docyt.com/knowledge/split-receipt-by-amount?hsLang=en): Deploy the 'Split by Amount' tool to bifurcate receipts based on differing sums.
- **Accruing Prepaid Expenses**: [Dive deeper here](https://pages.docyt.com/knowledge/how-can-i-accrue-expenses-for-prepaid-receipts-in-docyt?hsLang=en).
### Weekly Tasks
- - To keep your Receipt Box clutter-free, it is recommended to perform weekly checks and [approvals](https://pages.docyt.com/knowledge/how-do-i-approve-receipts-in-docyt?hsLang=en).
- Ensure the bookkeeper/accountant addresses and pairs transactions/documents lacking associated evidence weekly.
- You can easily edit an approved receipt, such as changing the expense account.
**Important**: Occasionally, Docyt may not pair a transaction with its receipt due to receipt submission delays or bank transaction delays. Such unlinked transactions/documents are visible in the Reconciliation Center module.
**Docyt Subscription Requirement**: This feature is available in the following Docyt subscriptions.
- Expense Management Back Office
- Corporate Credit Card Management
- Insight Plan w/ Expense Management
- Insight Plan w/ Corp Card Management
- Impact
- Advanced
Please refer to our [Docyt Pricing page](https://docyt.com/pricing/) for a detailed breakdown of features across different subscription tiers.
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- [For Employers](https://pages.docyt.com/knowledge/expense-reports-employee-reimbursement?hsLang=en#for-employers)
- [Receipt Management](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#main-content)
- [Setup & Configuration](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#setup-configuration)
- [Scan & Upload, Email, or Drag & Drop Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#scan-upload-email-or-drag-drop-receipts)
- [Approve Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#approve-receipts)
- [Split Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#split-receipts)
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- [Daily Tasks](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#daily-tasks)
- [Reconciliation Center](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#main-content)
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