In this article we are going to show you the following:

  • How to create an expense with your smartphone and browser

  • Collecting reimbursable expenses from customer

  • Managing expenses and reimbursement of employees 

Article classification

  • Versions: Team, Business, Enterprise

  • Requirements:  -

HOW TO ADD A NEW EXPENSE ON MOBILE

  • Click on blue plus icon

  • Take picture of receipt

  • Select date

  • Choose customer

  • Choose project

  • Choose payment type

  • Add expense description

  • Add row description

  • Add receipt total cost

  • Add tax

  • Save 

FIELDS EXPLAINED

  • Date: Add date on receipt of purchase 

  • Customer: Choose customer to target expense

  • Project: Choose project to target expense

  • Payment type: Own money or company money, more payment types can be added in admin settings (e.g. specific payment cards by employee)

  • Description: What did you buy?

  • Row text: Detailed explanation, possible to add multiple rows per expense

  • Tax: Add percentage of tax on receipt

GETTING STARTED, ALSO READ THESE ARTICLES

75 sec Walkthrough | Help Center  | Sales Inquiries

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