U by BB&T: My Receipts (Web)
U by BB&T: My Receipts (Web)
See how the My Receipts feature allows you to collect, view and manage your receipts all in one place in U by BB&T®.
Welcome to the demo for My Receipts, the feature that lets you collect, view, and manage your receipts all in one place. In this video, we are going to cover the My Receipts feature on a desktop or laptop. We also have a demo that covers how to use My Receipts on the mobile app, so be sure to check out that, too. OK, let's get started.
To add My Receipts tile to your dashboard, just click here to add tiles, and then select My Receipts, then click on Add Selection. Then on the My Receipts tile, click Get Started. You'll be prompted to set up a My Receipts email address. This will allow your My Receipts tile to capture e-receipts directly from merchants. So the next time you're checking out at a store and they offer an e-mailed receipt, give them your new My Receipts email address and the emailed receipt will show up right here in My Receipts tile on your dashboard, like this.
You can even attach the receipt to your transactions. You can do this two ways: One, from the receipt itself, just click this paperclip icon here. Select the account and find the transaction, then click Attach Receipt. Or if you are looking at your transaction history, you can also attach a receipt to a specific transaction by clicking here. Your captured receipts will automatically display. Then you just pick the one you want to attach to the transaction.
Receipts are saved for two years. Word of warning though: If you delete a receipt, it's gone. So be careful to only delete when you are sure you do not need it anymore.
That's it for receipts. Hope this demo was helpful. And we hope that the My Receipts feature helps you stay a little more organized and make your life a little easier.
The information provided is not intended to be legal, tax, or financial advice. BB&T hopes you find this information useful but we cannot guarantee that it is accurate, up to date, or appropriate for your situation. Financial calculators are provided to assist you in estimating the approximate costs associated with any bank activity. Your actual costs may vary. You should consult with a qualified attorney or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situation.
Branch Banking and Trust Company, Member FDIC.
Branch Banking and Trust Company is now Truist Bank. Learn more.
BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.