Scan a receipt or statement

Snap a photo or upload a PDF of a receipt and Wealtharu drafts the expense for you. You review every field before anything is saved. You can also scan a mortgage, insurance, property tax, or valuation statement to draft the matching details.

This is a tooling helper, not tax advice. Always check the numbers it pulls out.

Before you start

• You need to be a property manager, account owner, or admin.
• This feature is behind a flag. If you do not see "Scan a receipt" in the menu, ask your admin to turn it on.

Scan a receipt into a draft expense

1. Go to Scan a receipt in the menu.
2. Choose the property the expense belongs to.
3. Pick a receipt file. You can use a photo (JPG, PNG, WebP, HEIC) or a PDF, up to 15 MB.
4. Wealtharu reads the receipt and shows a draft with the amount, date, vendor, a suggested category, and the matching CRA T776 line.
5. Review and edit every field. Anything we are unsure about is flagged with a note to check it.
6. Choose Post expense.

What happens after you post

• If you are an operator, the expense is held for approval. It does not count in your statements or taxes until an approver signs off. This is the same approval step a typed expense uses.
• If you are an approver or owner, the expense posts right away.
• Either way the money goes through the normal expense path. Scanning never moves money on its own.

Is it a repair or an improvement (capital)?

When you add or edit an expense, you can mark it as a capital improvement instead of a current repair. There is a "Repair or improvement?" choice on the form.

• A repair keeps the property the way it is. It is deducted this year. Example, a $50 furnace filter or a plumber fixing a leak.
• An improvement is capital. It is added to the property's cost base, not deducted this year. Example, a new $5,000 roof, a furnace, or an addition. When you mark it capital, pick a CCA class (most building improvements are Class 1, appliances and equipment are Class 8).

A capital improvement is kept off your current-expense total on the T776 and shown on your capital schedule instead, and it is added to the cost base used when you record a sale. You can change a repair to an improvement later from the Edit form. This is a tooling helper, not tax advice. Check with your accountant if you are unsure.

Scan a statement

You can also scan a mortgage, insurance, property tax, or valuation statement right from the property page.

1. Open the property and go to the Mortgage, Insurance, Valuation, or Financials tab.
2. Choose Scan a statement to fill this in and pick a photo or PDF.
3. Wealtharu shows the fields it found (for example a rate, balance, and renewal date for a mortgage), each with a check on anything it is unsure about.
4. Choose Use these values to fill the form on that tab. Review every field, then save it the normal way. Scanning never changes a record on its own.
5. Choose Save a copy to documents to keep the original file in the property's documents for your records. It is filed under the right category and is never visible to tenants.

A mortgage statement shows your current balance, not the original loan amount, so the add-mortgage form fills the lender, rate, and renewal date and you enter the rest.

Good to know

• Low-confidence fields are flagged so you never trust a guess by accident.
• If the document cannot be read, you still get the form and can type the expense by hand.
• Amounts are kept to the exact cent.

Related

• Record a rent payment
• Approve money postings