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Capture a receipt

Learn how to capture a receipt via the web portal and create an expense from it.

J
Written by Jack
Updated over 3 weeks ago

Once successfully logged into the web portal, ensure your receipt is stored on your device and then follow the steps below.

Note: If you have any receipts that have been sent to your email address, you can also use our email-to-receipts feature to send these receipts to your account.

1. In the Overview section of your My Expenses area, click Add Receipt.

2. Drag and drop your receipt into the box or click Browse to select the receipt from your device.

3. In the New Receipt window, enter the details for your receipt.

  • Memo (optional) - enter a memo for your receipt, and this will populate the description box and select an applicable category when you create the expense.

  • Purchase Method - select the purchase method for your receipt.

4. Click Create to add the selected receipt to your account.

How to find your new receipt

The new receipt will be sent to your Unattached Receipts section (under the Receipts heading).

You can create an expense instantly, but we'd suggest waiting for the receipt to be scanned first. The scanning process will extract the Date, Merchant, Amount, VAT amount and Currency. This process takes approximately one minute.

Once a receipt has been scanned, the scanned details will display. You can now create an expense from the receipt by clicking the Expense drop-down button.

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.

Note:

  • If the incorrect pre-populated category was selected, you can override the category when completing your expense.

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