MyReceipts™

What is MyReceipts™

With MyReceipts™ you can store and access your digitized receipts within the Alterna Savings mobile banking app. Just snap, save and go.

Paper & Electronic Receipt Capture
Capture paper receipts in a snap. Or, forward along your email receipts.

Folders, Notes & Tags
Group expenses in custom folders such as gas, kids’ expenses, or trips. Add notes and tags so they’re easy to look up later.

Search & Filters
Quickly retrieve the receipts you need. Search and filter by item, category, or any other content found on the receipt.

Receipt Exports
Convert and send receipts along with key information into .pdf, .csv, or pre-filled Microsoft Excel™ expense reports.

Return & Warranty Reminders
Be reminded of lapsing return or warranty periods so you never miss your window.

Enhanced Digital Receipts
Have your receipts categorized for you, with key information extracted for clarity. You’ll have one tap access to transaction details, barcodes, and store information.1

Get Started

What is my MyReceipts™ email address? 

Your MyReceipts™ email address is a unique address created by you (ex. john@myreceipts.alterna.ca). You set-up your email address from the top of your receipts list, or, if you haven’t added any receipts yet, tap the button “Add Email Receipts”.

When shopping at participating merchants enter this email address or give it to the merchant upon checkout, and your digital receipt will be emailed, archived, and automatically matched to the corresponding entry in your transaction history.

Please note that your MyReceipts™ email address is not intended for personal, non-receipt emails. Its sole purpose is for gathering and syncing your receipts to your transactions.

You may withdraw from registration of the MyReceipts service at any time by calling the Alterna contact center. Once the client has withdrawn registration from the MyReceipts service, the client will no longer have access to the MyReceipts service or receipts that were previously stored and the client’s receipts will be deleted.


Get Started


Step 1: Login into your mobile app (Don’t have the app, download it now.)

Step 2: Select MyReceipts™ from the app menu.

Step 3: For paper receipts, use the camera capture feature to snap a photo.

Step 4: Tag the expense as a personal vs. a business one. File it in a folder if needed.

Step 5: Key purchase information is extracted for you. Validate, and hit “Save”.

NOTE:  

For business accounts each individual with a unique password will only be able to see their own receipts. 



1Subject to quality of receipt capture, and availability of data

Capturing Receipts

How do I capture my paper receipts?

From the receipts list, tap on “Capture Receipts”.

For iOS 9 and above, you will default to “Automatic” capture mode, with the flash automatically turned on. Arrange the receipt edges on the screen so that the whole receipt is visible. Hover over the receipt, holding still, to give the camera time to snap the perfect receipt image for you. Avoid white surfaces to allow the camera to detect the edges of the receipt.

The other camera capture mode is “Manual”. The flash will be automatically turned on. Use the crop bar and grid lines to eliminate the background of the receipt image and ensure the receipt is straight. Tap on the receipt to focus on the receipt’s text. Tap on the circular capture button at the bottom of the screen to capture your receipt image.

How do I capture my electronic receipts?

You must first set-up a personal MyReceipts™ email address (ex. john@myreceipts.alterna.ca). You can do so from the top of your receipts list, or, if you haven’t added any receipts yet, tap the button “Add Email Receipts”.

Simply forward the receipts from your personal email inbox to your MyReceipts™ email address. Some retailers offer to email you a copy of your receipt. You can give your MyReceipts™ email address to the cashier, and the receipt will directly be uploaded to your account. For merchants such as Uber or Lyft, you can set-up your account to use your @myreceipts.alterna.ca email address. Your receipts will automatically feed in every time you ride.

If you ever forget your @myreceipts.alterna.ca email address, you can find it at the top of the receipts list.

Can I upload receipts from transactions paid in cash or with a non-participating bank card?

Yes. MyReceipts™ supports all receipts, irrespective of what you used to pay.

You can even upload receipts for purchases paid for with gift card or cheque. All your receipt captures will be visible in the MyReceipts™ section of Alterna Savings's mobile banking app.

Organizing Receipts

How do notes on MyReceipts™ work?

For each receipt, you can add free-form notes about the purchase. You can use this to keep track of who was at the group meal that you expensed, or the name of the person for whom you bought a gift. You can even enter hashtags, just like with Twitter and Instagram. Any hashtags that you used previously will start to pre-fill as soon as you type ‘#’ in the Notes field so that you can use the same labels consistently.

What are folders? How can I use them?

Folders enable you to group related receipts together so that you can easily review them, and track the total spent for the group. For example, you may want to use folders to group all the expenses for your “Business Trip to New York”. You can easily export the entire folder of receipts when you need to process your expense report.

How can I search for my receipts?

From the receipt list, tap on the magnifying glass icon in your top-right corner. You can search by merchant, by the item name, by totals on the receipt, or even by the notes you entered about the receipt.

You can filter through your search results to find the receipts you need. Just tap on the filter icon to the right of the search bar. This reveals a list of filters that you can set to only consider receipts that meet certain criteria.

If you want to find receipts within a specific folder, go into the receipt list for that folder first, and then tap on the magnifying glass within that folder.

Exporting and Sharing Receipts

Can I export my captured receipts?

Yes. You are given the option to export your receipt images as .pdf(s), and key receipt information into .csv or .xls expense report formats. There are a few ways to export your receipt captures:

  • Export individual receipts from your list of all receipts. From the receipts list, tap “Select” to choose the receipts you want to export.
  • Export entire folders of receipts by going into the folder that you wish to export. One of the options in the tab bar along the bottom will be “Export”.
  • Export all your receipts by tapping on “Select” from the receipts list, and then tapping on “Select All”, and then the “Export” button in the tab bar along the bottom.

How can I share my receipts with my bookkeeper or accountant?

When you tap on an exported file from within the “Recent Exports” list (on the right side of the file in the list, below the date, there is a sharing icon), you will have the ability to share it using the standard iOS and Android sharing options.

Are digital copies of my receipts accepted by the CRA?

Yes. The CRA will accept images of documents, such as receipts, as long as (1) they are an accurate reproduction with the intention of replacing the original paper document, (2) it gives the same information as the paper document, and (3) the important details of the document are not obscured (e.g., due to resolution, tone or hue).

For any receipts used to support statements made on your tax return, you can destroy the paper receipt provided that the image you have taken of the receipt complies with the Canadian General Standards for electronic records and includes all necessary information. Be sure to check the guidelines of the country in which you are filing taxes for.

For how long will you keep my digital copy of the receipt?

MyRecipts™ will hold on to your receipts for five years after you have submitted them. If you need to keep the digital records for longer, you can export the receipts from within the receipts list.

Troubleshooting

Why some of my receipts are digitally transformed and others are not?

Your MyReceipts™ service attempts to read and make sense of your receipts. A high-quality receipt capture makes a big difference. Here’s some tips to help you snap the perfect receipt every time:

  • Exhale to help hold steady and give your phone’s camera time to focus.
  • Closely crop the receipt while making sure not to crop out any key information.
  • Straighten your receipt and lay it down on a flat surface.
  • Avoid harsh shadows and low light situations without the use of flash.
  • Avoid capturing your receipt over vividly patterned surfaces or where other pieces of text are visible.

Why isn’t my receipt linked to a transaction on my bank statement?

In order to link a receipt to a transaction on your bank statement, the transaction amount, merchant name and date need to match. Occasionally, this will not be possible if you have made a purchase with more than one card or with a combination of cash and credit/debit. More rarely, there may be cases where the purchase date is not close enough to the date the transaction was posted by the merchant to your credit card account, leading to no match being found.

What should I do if a receipt I forwarded to my MyReceipts™ address hasn’t shown up in my receipts list?

Please confirm that you correctly entered your MyReceipts™ email address when you forwarded the receipt. You’ll find your MyReceipts™ address displayed at the top of your receipts list screen. Look out especially for common typos in the word “receipt”.

Can I forward receipts from my other email accounts to my MyReceipts™ email?

Yes. If you have a receipt in a personal or other email account, simply forward it to your MyReceipts™ address and your digital receipt will be emailed, archived, and automatically matched to the corresponding entry in your transaction history.