Manage Receipts & Transactions for Expenses and Mileage Reimbursement

With the Expense app, you can easily photograph receipts, create expense entries, and manage your transactions.

Create Expenses Paid with Personal Funds

1. Create a new purchase:

   • Open the Expense app and tap the Plus icon > Select Create Purchase.

2. Photograph the receipt or retrieve from your photo library:

   • Take a picture of the receipt, or press the back button on your phone to select an image from your library.

3. Automatic receipt scanning:

   • The Expense app will automatically scan the receipt and fill in details like date, amount, VAT, location, and merchant.

4. Enter expense details:

   • Select Personal Funds as the payment method and add a comment if needed.
   • Ensure all details are correct > Tap Save.

5. Bookkeeping:

   • You can either book the expense immediately to submit the report or save it for later. You can also choose to create a new expense entry right away.

Manage and Book Multiple Receipts at Once

If you prefer to wait before booking, you can gather multiple receipts into a single report and book them later. This is ideal for weekly or monthly reporting.

1. Collect receipts for later booking:

   • Open the Expense app > Go to To Report.
   • Select the ongoing report and review the transactions.

2. Book transactions:

   • Enter each transaction > Select Book > Provide purchase details or use shortcuts for common purchases.
   • Book according to your internal policies and verify the VAT amount.
   • Tap Save once everything is complete.

3. Handle representation:

   • If the expense includes business entertainment, select this option in the booking step. Provide attendee details and any external company name:
     • Number of attendees
     • Names of attendees
     • Purpose of the entertainment

Create an Expense from an Emailed Receipt

1. Open the Expense app and go to My Receipts.
2. Locate the emailed receipt, click on the three dots > Select Create Purchase.

Create an Expense without a Physical Receipt

1. Open the Expense app > Tap the Plus icon > Select Create purchase/receipt.
2. Tap Cancel if the camera opens automatically.
3. Enter the date, amount, merchant, location, and any comment.
4. Attach the receipt if it is saved in your receipt archive, or select an image from your phone’s gallery.
5. Tap Save.
6. Choose whether to book the expense immediately, save it for later reporting, or create a new expense entry.

With the Expense app, you can now manage your expenses and transactions smoothly and effortlessly.