Help & support

Get answers, contact us, or check the cheatsheet.

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Frequently Asked Questions

Quick answers to common questions

  • How do I capture a receipt?β–Ύ

    Simply tap the "Capture" button in the bottom navigation bar to open the camera. You can also upload existing images from your gallery.

  • What banks can I import from?β–Ύ

    Currently, we support automated imports from standard CSV formats for all major South African banks including Standard Bank, FNB, Absa, and Nedbank.

  • How do I generate a monthly report?β–Ύ

    Navigate to the "Reports" tab, select your desired date range, and tap "Generate PDF" or "Export CSV".

  • Can I edit a receipt after saving?β–Ύ

    Yes, tap on any receipt in your History view and select the "Edit" icon to modify amounts, dates, or categories.

  • Is my data backed up securely?β–Ύ

    All receipt images and data are encrypted and synced to the cloud securely in real-time. POPIA Β§3.9 β€” you can request migration to af-south-1 self-host from Organisation settings.

  • How does AI classify receipts?β–Ύ

    Each receipt image is sent server-side to Gemini via OpenRouter. Extracted fields are marked with a sparkle (✨) so you know to verify before saving.

  • What happens at period close?β–Ύ

    All journals up to the close date are locked. Re-opening requires Owner role + counsel approval and is audit-logged.

Contact Support

Still stuck?

View your audit log to share precise events with support, or email support@receiptmanager.app with your account email so we can look up your session.

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ReceiptManager v1.0.0

Built 2026-05-24