How to create expenses on the go (Standard & Pro)

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

RELATED ARTICLES

• Reimburse expenses from customers

• Create a blank invoice

• Accounting Software, e-invoicing, and other Integrations

GETTING STARTED, ALSO READ THESE ARTICLES

• Overview & Analytics

• Time Tracker

• Adding Account and Contact Details

• Add a Project to the Sales Funnel

75 sec Walkthrough | Help Center  | Sales Inquiries