Overview

Attaching receipts and supporting documents to your expenses creates a complete audit trail. When the IRS reviews deductions, they expect to see receipts for expenses over $75 and for all lodging expenses regardless of amount. Valzotra lets you upload receipt images and PDFs directly to each expense record so your documentation lives alongside the data it supports.

How it works

  1. Open an existing expense by clicking its row in the Financials > Expenses list.
  2. Scroll down to the Receipts & Attachments section on the expense detail page.
  3. Upload a file using any of these methods:
    • Click the file input and select a file from your device.
    • Paste from clipboard using Ctrl+V (Windows) or Cmd+V (Mac).
  4. Valzotra compresses image files client-side to reduce storage usage, then uploads the file to secure cloud storage.
  5. The attachment appears in the list below, showing the file name and size.

From the attachment list, you can:

  • View — Opens the file in a new browser tab using a time-limited signed URL.
  • Download — Saves the file to your device.
  • Delete — Permanently removes the attachment from storage.

If you used AI receipt scanning to create the expense, the receipt image is attached automatically when you save the expense. You can still add additional attachments afterward.

Limits & requirements

  • Supported file types: JPEG, PNG, WebP, and PDF.
  • Maximum file size: 6 MB per file. Images are compressed client-side before upload, which typically keeps them well under this limit.
  • Monthly upload quota: Comply plan allows 30 uploads per month. Host plan allows 50 uploads per month. Portfolio plan allows 100 uploads per month. Property Packs on Portfolio add 125 additional uploads per pack.
  • Each upload counts toward your monthly quota regardless of file size.
  • There is no limit on the number of attachments per expense. Each upload is counted individually.
  • Attachment file names and sizes are stored in the database. The actual files are stored in Supabase Storage with access controlled by signed URLs.
  • Deleting an attachment permanently removes the file from storage. This action cannot be undone.

FAQ

What file types can I upload? JPEG, PNG, WebP, and PDF. Other file types (like HEIC from iPhones) should be converted to JPEG or PNG before uploading.

What happens when I hit my monthly upload limit? You see an error message when you try to upload. You can still view, download, and delete existing attachments. Your upload quota resets at the start of the next calendar month, or you can upgrade your plan for a higher limit.

Are my receipts secure? Yes. Files are stored in Supabase Storage with encryption at rest. Access is controlled through time-limited signed URLs that are generated on demand. Only authenticated users in your organization can view attachments.

Can I attach multiple files to one expense? Yes. There is no limit on the number of attachments per expense. Upload additional files from the expense detail page.

Does deleting an attachment affect my upload quota? No. Deleting an attachment does not restore your monthly upload count. The quota tracks uploads, not current storage.