Introduction
Many users encounter challenges in obtaining receipts from LinkedIn since it does not provide an option to send receipts automatically via email. This article explains a workaround using Cardboard's "bulk receipt importer" feature.
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Export receipts at the end of the accounting period
At the end of each accounting period (month/quarter/year), go to LinkedIn Campaign Manager.
Navigate to Account settings > Billing center.
Click on the Receipts tab under Billing activity.
Select the appropriate time range for your accounting period.
Click on Print receipt and save each receipt as an individual PDF, one by one. We are working on a solution to make it easier to export receipts together, so stay tuned.
Upload Receipts to Cardboard
In Cardboard, go to Accounting > Receipt upload.
Upload all the receipts exported from LinkedIn Campaign Manager.
Benefits
This process simplifies receipt management by requiring you to export receipts only once per accounting period.
Cardboard's matching algorithm will handle the rest, pairing receipts with historical payments lacking corresponding receipts.
You can check for missing receipts under Accounting > Export. Clicking on X missing receipts will show all payments that lack a receipt.