Record expenses and scan receipts
Every expense with its receipt in one place. Reviewed expenses go into the export for your accountant.
On iPhone and iPad
- 01Open Finance > Expenses and tap Record.
- 02Choose Scan document, Choose photo, Choose file or Without document.
- 03In the Expense draft sheet, check the fields Supplier, Reference, Document date and the amounts, and confirm with the checkmark.
- 04Link the supplier: in the Linked supplier section, tap Link supplier and choose them, or create them with Create supplier.
- 05Tap Review.
On the Mac
- 01Choose Expenses in the sidebar and click New expense.
- 02Drag the receipt onto Drag a receipt here or click Select file.
- 03Enter the details, link the supplier and confirm.
- 04Choose Review in the ⋮ menu.
Good to know
- An expense moves through Recorded, Reviewed and Finalized. Recorded by someone who may review, it is reviewed right away.
- The owner and administrators with the Finance right review.
- The export finalizes: Finalize and Export finalizes the reviewed expenses of the period. After that they cannot be changed; you cancel a wrong one.
- The original is attached as PDF, JPEG or PNG, up to 10 MB.
- Record what you paid with Record payment.
- Receipts that come by email go to your company’s inbound address.
Common problems
- I do not see Scan document.
- The document camera is only there on devices with a camera. Choose Choose photo or Choose file.
- An expense can no longer be changed.
- It is finalized, or it is reviewed and you may not review. You can still link the supplier.
Related articles
More questions
Write to us by email. Please tell us the name of your company and which device you use.