Once successfully logged into 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
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 headings.
Note: We recommend creating expenses from your receipts once they have been scanned. You can identify a scanned receipt by the blue scanned icon on it in the bottom right corner.
3. Touch and hold the receipt and tap Quick Purchase from the options menu.
Note: You can also tap the receipt, then tap the Create an expense icon found at the bottom right-hand corner, then tap Purchase from the options menu.
4. A blank expense will open for you to populate with your data.
If the scanning process successfully extracts the Date, Merchant, Gross Amount, VAT, and currency, this information will be pre-populated on your expense.
If you added a memo to your receipt, ExpenseIn will use AI to automatically select the expense category based on the categories visible to you for selection. The memo entered will be populated as the description, and the category selected will also be pre-populated on your expense.
Note: You can override the pre-populated category when filling in your expense if the wrong one is automatically selected.
5. If the category has not been pre-populated, this will need to be assigned (unless this is configured as optional).
6. If applicable, you can assign a project, populate any custom fields, and/or add carbon reporting fields on the expense.
7. 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 input 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 do this from the Expenses area.
2. Tap 'New Purchase Expense' when prompted.
Note: Tap 'Purchase' if creating from the Expenses area.
3. A blank expense will open for you to populate with your data. Complete the expense details as required.
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 will be charged to a customer, you can tap Billable and select Yes.
If you want to add more information to your expense, you can tap Notes.
If you create this expense regularly, you can tap the Add button to add to favourites. This creates a template that will be stored in your Favourites area.
If you have any receipts sent to your email address, check out our email-to-receipts feature to upload those receipts to your account.