If you process a large number of receipts, you can bulk upload them into SprintSuite using a CSV file—saving you from having to go into each individual job and create receipts one by one.
Once imported, your receipts will appear in Reconciliation → Receipts, where you can upload the physical receipt files and push them through to your accounting platform.
Step 1: Go to Receipts in Reconciliation
Navigate to Reconciliation
Select the Receipts tab
Click Upload Receipts
Step 2: Prepare Your CSV File
Your CSV file should include the required receipt information, such as:
Job Number – The job the receipt belongs to (remove 'P' if not using custom job numbers)
Receipt ID – Your unique receipt reference
Receipt Amount – The total receipt amount
Receipt Date – The date of the receipt
Any other required fields configured in your import template
Make sure your CSV headers match the SprintSuite import template.
Step 3: Upload Your CSV
Select your CSV file from your computer
Click Upload
SprintSuite will validate your file before importing
During validation, SprintSuite checks:
Required columns are present
Data formats are correct
Jobs exist and can be matched
Required permissions are met
Step 4: Upload Physical Receipts
Once successfully imported, your receipts will appear in:
Reconciliation → Receipts
From here, you can:
Upload the physical receipt or invoice file
Review or update receipt details
Link supporting documentation
Step 5: Push to Your Accounting Platform
Once your receipts and attachments are complete, you can push them through to your connected accounting platform for reconciliation.
Why use this feature?
✅ No need to open each individual job to create receipts
✅ Bulk upload multiple receipts in one go
✅ Attach supporting documents later in one central location
✅ Faster reconciliation and less manual data entry
This is ideal for finance and accounts teams managing high volumes of supplier or staff receipts.