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 employeesĀ 

Article classification

  • Versions: Team, Business, Enterprise
  • Requirements: Ā -

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
  • SaveĀ 

FIELDS EXPLAINED

  • Date: Add date on receipt of purchaseĀ 
  • 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

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