Once successfully logged in to the ExpenseIn mobile app, follow the steps in the relevant section below to create a purchase expense from a receipt or from scratch.
How to create an expense from a receipt
Once you've captured your receipt, you can create an expense directly from it by following the steps below.
1. Tap Receipts found at the bottom of the screen.
2. Locate the receipt you'd like to use for your purchase expense under either the Unattached or Attached heading.
Note: We recommend creating expenses from your receipts once they have been scanned. A blue progress indicator is displayed while receipt scanning is in progress. Once scanning is complete, the receipt will display a blue scanned icon in the bottom-right corner.
3. Touch and hold the receipt, then tap Quick Purchase from the options menu.
Note: Alternatively, tap the receipt, then tap the Create an expense icon in the bottom-right corner and select Purchase from the options menu.
4. The expense will open for you to complete.
Note:
If receipt scanning is successful, fields such as Date, Merchant, Amount, VAT, and Currency may be pre-populated on your expense.
If you added a memo to your receipt, this will be used as the expense description.
The Category field may also be pre-populated using AI or Merchant categorisation, depending on your ExpenseIn subscription plan and the categories available to you.
You can override any pre-populated information when completing your expense.
Any information that has not been pre-populated must be entered manually, unless the field has been configured as optional.
5. Tap Save to add the expense to your account.
How to create an expense from scratch
While we recommend creating expenses from your receipts to benefit from our receipt scanning process, you can also create expenses from scratch if you don't have the receipt or prefer to enter the expense information manually.
1. Tap the + icon found at the bottom right-hand corner of the Home screen to create a new purchase expense.
Note: You can also create a purchase expense from the Expenses area.
2. Tap New Purchase Expense when prompted.
Note: If creating the expense from the Expenses area, tap Purchase instead.
3. A blank expense will open for you to complete. Enter the required expense details.
4. Tap Save to add the expense to your account.
Additional Information
You can add multiple receipts by editing the expense and tapping the Receipt icon.
If your expense is going to be recharged to a customer, you can tap Billable and select Yes (if enabled by your Account Administrator).
If you want to add more information to your expense, tap Notes.
If you have receipts stored in your email inbox, you can use our email-to-receipts feature to send them directly to your account.