There are a few different options for creating purchase expenses. You can create expenses on the web portal or you can download the ExpenseIn mobile app to create your expenses.
How to create a purchase expense from your receipts
Check out our capturing receipts article for more information on how to capture receipts on the web portal.
1. To see your uploaded receipts, go to Receipts > Unattached (found in the My Expenses area).
2. Locate the receipt you would like to use to create an expense.
3. Click the Expense drop-down and select Purchase.
Providing the scanning process was able to extract the Date, Merchant, Gross Amount, VAT and Currency from your receipt, this will be pre-populated on your expense.
If you added a memo to your receipt, ExpenseIn will use AI to automatically assign your receipt a category, based on the categories visible to you for selection. The memo entered will be populated as the expense description, and the category assigned will also be pre-populated on your expense.
Note: You can override the pre-populated category when filling in the expense details if the wrong one is automatically selected.
4. If the category has not been pre-populated, this will need to be assigned (unless your Account Administrator has configured the field as optional).
5. If applicable, you can assign a project and populate any custom fields and/or carbon reporting fields on the expense.
6. Click Create to add the expense to your account.
Additional Information
You can add multiple receipts to your expense by clicking Add additional Receipt +.
If your expense is going to be recharged back to a customer, you can tick Billable (if enabled by your Account Administrator).
If you want to add more information to your expense, you can click Add Additional Information.
If you create this expense regularly, you can tick Add to favourites. A template will be created for you and stored in your Favourites section.
If you have any receipts that have been sent to your email address, you can use our email-to-receipts feature to send those receipts to your account.
How to create a purchase expense from scratch
We suggest creating expenses from your receipts as you benefit from our receipt scanning process. However, if you don't have the receipt or you'd prefer to input the expense information yourself, you can create expenses from scratch.
1. Go to My Expenses > Overview or Draft.
2. Click Add Expense and select Purchase.
3. Populate the expense with the relevant details.
4. Click Create to add the expense to your account.
You can view the new purchase expense under the Draft subheading of the Expenses section, and edit it as many times as necessary before submitting it.