You can edit, add a note to, tag, split, share, or delete a receipt or invoice in 1tap at any time. This article covers each action across 1tap receipts, 1tap tax, and 1tap online.
Edit receipt or invoice data
To edit the data 1tap extracted from a receipt or invoice, open the item you want to change. You can edit the supplier or client name, date, category, or total amount.
Edit a receipt in 1tap receipts
To edit a receipt in 1tap receipts, open it and update the field that needs changing:
Open 1tap receipts and find the receipt you want to edit.
Tap the receipt, then tap the field you want to change.
Enter the new supplier name, date, category, or total amount.
Tap the tick in the top right corner to save.
The updated receipt appears in your Recent tab.
Edit an invoice in 1tap tax
To edit an invoice in 1tap tax, open it and update the field that needs changing:
Open 1tap tax and find the invoice you want to edit.
Tap the invoice, then tap the field you want to change.
Enter the new client name, reference number, date, or total amount.
Tap the tick in the top right corner to save.
Edit a receipt or invoice in 1tap online
To edit a receipt or invoice in 1tap online, open the entry from your item list and update the field that needs changing:
Go to 1tap online and log in with your 1tap account.
Select My Expenses or My Income, depending on what you're editing.
Select All items, then find the entry you want to edit.
Select the entry twice to open the editing screen.
Update the details.
Select Save changes.
Add a note to a receipt or invoice
To add a note to a receipt or invoice, open the item and enter your note so you can tell entries apart more easily.
Add a note in 1tap receipts
To add a note in 1tap receipts:
Open the app and tap the receipt you want to note.
Tap More in the bottom right corner.
Tap Add Note.
Enter your note and tap Done.
Tap the tick in the top right corner to save.
Add a note in 1tap tax
To add a note in 1tap tax:
Open the app and tap the invoice you want to note.
Tap the list icon in the top right corner.
Enter your note and tap the tick to save.
Add a note in 1tap online
To add a note in 1tap online:
Go to 1tap online and log in with your 1tap account.
Select My Expenses or My Income, depending on what you're noting.
Select All items, then select the receipt or invoice.
Enter your note in the last line and select Save changes.
Tip: Notes are easy to sort when you export your data as a CSV file. For more on exporting, go to How do I export my data from 1tap?
Tag a receipt
To tag a receipt in 1tap, choose a suggested tag or create your own, so you can categorise it more easily:
Open the app and tap the receipt you want to tag.
Tap Tag in the bottom right corner.
Choose a suggested tag or enter a new one.
Tap Save in the top right corner.
You can also tag a receipt while it's still in the Processing queue. Tap the tag icon on the receipt directly. Alternatively, open the receipt and tap the tag icon in the bottom right corner.
Split a receipt
To split a receipt in 1tap, divide it by percentage or amount so you can claim only part of the expense.
Open the app and tap the receipt you want to split.
Tap the split receipt icon at the bottom of the screen.
Choose to split by percentage (drag to set the percentage) or by amount (enter the amount you want to claim).
Tap Done, then tap the tick in the top right corner.
The updated receipt appears in your Recent list.
Note: Splitting a receipt is only available on iOS, and only while the receipt is in the Processing queue.
Share a receipt or invoice
To share a receipt or invoice from 1tap, send it by email or another channel like social media, messaging, or chat apps.
Share in 1tap receipts
To share a receipt in 1tap receipts:
Open the app and tap the receipt you want to share.
Tap More in the bottom right corner.
Tap Share.
Choose a channel and enter the recipient's email address or chat account.
Tap Send.
Share in 1tap tax
To share an invoice in 1tap tax:
Open the app and tap the invoice you want to share.
Tap Share in the top right corner, next to the tick.
Choose a channel and enter the recipient's email address or chat account.
Tap Send.
Delete a receipt or invoice
To delete a receipt or invoice from 1tap, remove it completely. This can't be reversed.
Delete in 1tap receipts
To delete a receipt in 1tap receipts:
Open the app and find the receipt you want to delete.
Tap More in the bottom right corner.
Tap Delete and confirm.
Delete in 1tap tax
To delete an invoice in 1tap tax:
Open the app and find the invoice you want to delete.
Tap the bin icon in the top right corner and confirm.
Delete in 1tap online
To delete a receipt or invoice in 1tap online:
Go to 1tap online and log in with your 1tap account.
Select My Expenses or My Invoices, depending on what you're deleting.
Select All items, then find the entry.
Select Delete in the top right corner.