When your accountant or finance team assigns a transaction to you, they can send you a notification — via email and push — asking you to provide the supporting document, such as a receipt or invoice. Here's how to respond.
How you'll be notified
You'll receive notifications about your assigned transactions through:
Email — A summary of all transactions assigned to you that still need documents, with direct links to take action
Push notifications — If you have the Apron mobile app installed, you'll receive push reminders
Ways to upload a document
Upload directly in Missing documents
On the web:
Click the link in your email notification, or go to Missing documents from the Home page.
Find your assigned transaction and click on it to open the details.
Upload the supporting document (receipt, invoice, or other proof of purchase).
On mobile:
Tap the notification, or open the app and tap "Add X missing documents" in the My tasks section on the Home screen. This task only appears when you have transactions assigned to you.
Tap on the transaction to open the details.
Choose Add document to take a photo of your receipt or select one from your gallery.
Check supported file types here: Find supported file types and formats
Use any other upload method
You can also upload documents via email forwarding, mobile camera, drag and drop, or WhatsApp (See all upload methods).
Apron will automatically match them to the right transaction — the status updates to Uploaded, and reminders stop.
One document per transaction
Each transaction links to one document. If your team has several receipts for a single payment, combine them into one file before uploading.
If a single receipt covers several payments, publish it once, then reconcile each payment against it in your accounting software. The transactions then leave Missing documents once they’re reconciled.
Correct the wrong amount on a document
If a document has the wrong amount, edit it in the Inbox before publishing. See Edit the document details. Once published, make the change in your accounting software, then reconcile the transaction there.
Mark a transaction as "No document"
If the receipt is lost or the transaction doesn't come with a document (e.g. TFL, parking), you can mark it as No document.
This:
Updates the transaction status to No document
Removes it from your outstanding tasks
Stops further notifications for this transaction
Leave a comment
If you can't find the receipt or need to provide context, you can leave a comment on the transaction. Your accountant will be notified when you respond.
What's next
Set up and use the Apron mobile app — Get set up on mobile for quick receipt capture
Forward bills by email in one step — Another way to get documents into Apron