How to effectively gather and manage your charging transaction information/receipts/invoice.

Transaction receipts/invoices are primarily delivered via email. Also, you can check your transaction history in the SWTCH Mobile app. It is conveniently available in the Wallet portion.

Understanding Your Available Resources:

You have two primary sources for your transaction records:

1. Email Receipts: After each transaction, a detailed receipt/invoice is sent directly to your registered email address.
2. In-App Transaction History (Wallet): The "wallet" section of the app provides a comprehensive history of your transactions, including the amount billed. This serves as a digital receipt.

Methods for Gathering Your Receipts/Invoice:

Choose the method that best suits your needs.

1. Managing Email Receipts:

• Create a Dedicated Email Folder: The most organized approach is to create a specific folder within your email inbox (e.g., "Reimbursement Receipts," "Tax Deductible Expenses"). As you receive transaction emails, immediately move them to this folder.
• Utilize Email Search Functionality: Most email providers offer robust search features. You can search by keywords like "Transaction," "SWTCH," "Receipt," or specific date ranges to quickly locate past receipts.
• Download and Save as PDF: For important transactions, consider downloading the email receipt as a PDF document and saving it to a dedicated folder on your computer or cloud storage (e.g., "Reimbursement 2024," "Tax Documents"). This ensures you have a readily accessible and printable copy.
• Print Physical Copies (If Required): If physical copies of receipts are necessary for submission, print them directly from the email. Ensure the printout is clear and includes all relevant details.

2. Utilizing the In-App Transaction History (Wallet):

• Access Your Transaction History: Open the app and navigate to the "wallet" section. Here, you should find a chronological list of your transactions.
• Review Transaction Details: Each entry in your transaction history should display key information such as the date, amount billed, etc. This acts as a digital receipt.
• Taking Screenshots: If a visual record of a specific transaction from the app is required, you can take a screenshot of the relevant entry in your transaction history.
  • On most smartphones: Press and hold the power button and the volume down button simultaneously (or the power button and home button on older devices).
  • Review and Crop: After taking the screenshot, review it to ensure all necessary information is visible. Crop the image to focus only on the relevant transaction details.
• Organize Screenshots: If you take multiple screenshots, consider creating a dedicated album or folder on your phone's gallery or cloud storage to keep them organized. You can also rename the files with relevant dates or descriptions.

Important Note Regarding Bulk Receipt Generation:

Please be aware that the option to generate a consolidated record of all your receipts within a specific date range is currently not available. However, SWTCH is actively considering this feature for future updates to enhance your experience and simplify record-keeping. For now, please utilize the methods described above to gather your individual receipts from your email and the in-app transaction history.

Combining Email and In-App Methods:

For comprehensive record-keeping, you can use both methods in conjunction:

• Use the in-app history for quick overviews and to locate specific transaction dates or amounts.
• Refer to the email receipt for more detailed information, if provided (e.g., itemized lists, merchant details).
• Use screenshots from the app as a quick visual reference or when email receipts are accidentally deleted.

Best Practices for Efficient Receipt Gathering:

• Be Proactive: Don't wait until the last minute to gather your receipts. Regularly organize your email receipts into dedicated folders.
• Establish a Consistent System: Choose a method (or combination of methods) that works best for you and stick to it. Consistency will save you time and effort in the long run.
• Label and Date Your Records: When saving digital receipts or organizing physical copies, use clear and consistent labeling (e.g., "Date - Merchant - Amount - Purpose").
• Regular Backups: If you are saving digital receipts, ensure you have a backup system in place to prevent data loss.
• Understand Reimbursement/Tax Requirements: Be aware of the specific documentation requirements for your reimbursement claims or tax filings. Some entities may prefer original email receipts, while others may accept screenshots or digital summaries.

By following this guide, you can effectively gather and manage your transaction records from both your email and the app's wallet, ensuring you have the necessary documentation for reimbursement or tax-related purposes. We appreciate your understanding regarding the current limitations and are committed to continuously improving your experience.