Once you've successfully logged into the ExpenseIn mobile app, follow the steps below to capture a receipt:
1. From the Home screen, tap the camera icon or the + icon in the bottom-right corner, then select New Receipt from camera.
2. When your device's camera opens, take a photo of your receipt.
Note:
If you take a photo containing multiple receipts, the system can't scan the receipt data.
Receipt data is only scanned for receipts that have not yet been attached to an expense.
3. Confirm that you're happy with the photo, or retake it if needed.
Android: Tap Ok to use the photo or Retry to take another.
iOS: Tap Use Photo to use the photo or Retake to take another.
4. On the Receipt Info screen, enter the details for your receipt.
Memo (optional) - Enter a memo for your receipt. This will automatically populate the Description field when you create the expense.
Purchase Method - Select the purchase method for your receipt.
Note: This field may already be selected, as it defaults to the purchase method used during your previous receipt upload.
5. Tap Done to add the receipt to your account.
How to find your new receipt
The new receipt will be added to the Unattached section of your Receipts area.
You can create an expense immediately, but we recommend waiting until the receipt has been scanned first. The scanning process takes approximately one minute, and a blue progress indicator will be displayed in the bottom-right corner of the receipt while scanning is in progress. Once scanning is complete, any extracted information can be viewed by tapping the receipt.
How to create an expense from your receipt
To create an expense from your receipt, follow the steps below:
1. Tap the receipt, then tap the Create an expense icon found at the bottom-right corner of the screen.
Note: You can also touch and hold the receipt and tap Quick Purchase from the options menu to create a purchase expense.
2. Select the type of expense you want to create.
3. Enter the details of your expense.
4. Tap Save to add the expense to your Draft expenses section.
You can view your draft expense in the Draft section of the Expenses area.