Create an Expense From Your Receipts
Check out our article on capturing receipts for more information about how to capture receipts using the mobile app.
1. Your captured receipts will be stored in the Receipts section.
We recommend creating expenses from your receipts once they have been scanned. You can identify a scanned receipt by the yellow "Scanned" label on it.
2. Tap on the receipt, then tap the + Expense button located at the bottom. Next, select the Purchase option.
If the scanning process successfully extracts the Date, Merchant, Gross Amount, VAT, and currency, this information will be pre-populated in your expense. The memo added when uploading the receipt will appear as the description.
3. Assign a category to the expense (unless this is configured as optional).
4. If applicable, you can assign projects, populate any custom fields, and/or add carbon reporting fields to the expense.
5. Click Save to add the expense to your account.
Additional Information
You can add multiple receipts to an expense 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 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.
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. Using the Menu option, tap the Purchase or Expenses button, then tap the + icon and select Purchase.
2. This will open a blank expense form for you to populate with your data.
3. Tap Save to add the expense to your account.