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
