How to Submit a Receipt
In accordance with IRS regulations, valid receipts have three elements that must be present for substantiation.
- Date of Service or Purchase
- Itemized List of Service or Product
- Name of Provider or Merchant
- Responsibility or Costs
In some IRS approved instances, your card transactions may be auto-substantiated. If your expense is not auto-substantiated, then you are required to provide documentation to prove eligibility. When a receipt is being requested, you will receive an email notification. *Please make sure that we have the correct email address in your online profile.*
Example Email Notification:
You have recently used your 24HourFlex card at a provider and need to submit an itemized statement for this transaction. Please login to your online account at participant.24hourflex.com to view the transaction information and to upload an itemized statement or use our 24HourFlex Mobile App (Android and iPhone) to submit the itemized statement including: – Provider Name – Service(s) Received or Item(s) Purchased – Date of Service – Amount of expense incurred After you have submitted the appropriate documentation of this expense, no further action is required on your part unless you are otherwise notified. If you have any questions, please email us at firstname.lastname@example.org or call us at 1-800-651-4855 between the hours of 7am and 6pm (Mountain Time),Monday through Friday.
There are several ways to get us the necessary substantiation including secure-upload through our mobile app, secure-upload through your online portal, email (less secure), fax (much less secure), mail (slow and less secure), and 24HourFlex office drop off (good option).
OPTION 1: UPLOADING RECEIPTS THROUGH YOUR DASHBOARD
This method is always available to you, even in the event of an amount owed, or expired receipt request in your message center.
Step 1: Upload Via Dashboard: From your DASHBOARD, select the expense to which you want to upload documentation. Once you click on the desired expense, you will notice that the box expands. In the newly revealed area below your expense, click UPLOAD RECEIPT(S).
Step 2: Upload Via Dashboard: Now you will select CHOOSE FILE to browse your computer for the documentation you wish to upload. Once the file has been chosen, you will click SUBMIT to complete the process.
OPTION 2: HOW TO UPLOAD YOUR RECEIPTS THROUGH THE MOBILE APP.
Step 1: Upload Via Mobile App: From the HOME page of the mobile app, select the message icon along the bottom of the screen.
Step 2: Upload Via Mobile App: From the MESSAGE CENTER, select the desired item requiring a receipt.
Step 3: Upload Via Mobile App: Selecting NEW RECEIPT from the DETAILS page will access your camera. Take a picture of the receipt to complete the process.
OPTION 3: HOW TO UPLOAD YOUR RECEIPTS THROUGH YOUR ONLINE PORTAL.
Step 1: Upload Via Computer: From your account HOME page, select the message in your message center mentioning “RECEIPT(S) NEEDED“.
Step 2: Upload Via Computer: Choose the item to which you would like to upload your documentation. Once selected, further options become available in a drop down window. Click the UPLOAD RECEIPT(S) link to proceed. *Please note: The VIEW CONFIRMATION link will generate an accompanying document for alternate submission methods.*
Step 3: Upload Via Computer: Now you will select CHOOSE FILE to browse your computer for the documentation you wish to upload. Once the file has been chosen, you will click SUBMIT to complete the process.
Option 4: ALL ALTERNATE METHODS FOR SUBMITTING YOUR RECEIPTS.
Using any method other than uploading through the app or computer portal requires one of three accompanying documents. These documents have instructions for faxing, e-mailing, and mailing. You may also drop your documents off at our office. All accompanying documents can be found by logging into your account via computer.
- 24HOURFLEX CARD VERIFICATION REQUEST: This can be found on the STATEMENTS & NOTIFICATIONS page.
- CONFIRMATION: This can be found by selecting VIEW CONFIRMATION next to the upload receipt option as described above in option 2/step 2.
- CLAIM CONFIRMATION: This can be found after successfully filing a claim. If you do not upload a receipt during the file a claim process, you will have the option of accessing this.
Here is an example of one of the accompanying documents.
Other Helpful Topics: Login, Change Login, App Login, Chat, Overview, File a Claim, Card Status, Replacement Cards/Lost or Stolen Cards, Dependent/Spouse Cards, HSA Tax Statements, HSA Transaction, HSA Fees, Upload Receipts, Making Repayments, Direct Deposit, FSA Store, RMI, Update Notification Preferences, Eligible Expenses, File HRA Claim, Card Use Verification, Downloading the Mobile App, App Overview, Why Ask For Receipts?, Preparing For Legendary Service.