Submit expenses via the Expense Mobile App

“I’m on the road most of the week. I just want to snap my receipt, check it, and submit before I’m back in the car.”

Lina, Sales at Cronus

Scenario

Lina is a busy sales person and leverages the Expense Mobile App for every day expenses and demonstrates how she leverages the AI agent to submit her expenses.

The easiest way to create a new expense through the AI Agent is by tapping on Agent and selecting how you want the expense to be created.

• Next, tap on the arrow to open multiple options to add receipts using one of the following options

  Add from camera - take a new photo of a receipt.

  Add from camera roll - select an image from your device.

  Add from files - select a receipt stored as a file on your device.

  Add from receipts - select receipts previously uploaded to the receipts list.

• Tap Process.

• Review the AI agent categorization and and swipe Submit.

Create expenses manually

1. Tap on the expense type you wish to create.

2. From there, select one of the options to upload a receipt and the receipt scanner automatically captures key details - such as amount, currency, date, merchant, and VAT/GST, saving time and reducing manual entry errors.

• The scanner also connects to auto-fill, which recognizes repeat details across expenses. For example, it can automatically fill in the Payment Type from a recognized card or the Expense Type from a known merchant.

• You can edit or add any details as needed. Once everything looks correct, swipe Submit to send the expense.

If you’re not quite ready to submit yet, you can use the Save button and keep the expense open. To review or complete an unsubmitted expense, select Open from the app’s home page.

Share PDF receipts to your Expense Mobile App

Use the share to option to directly load PDF files into the Expense Mobile App.

When you upload a receipt image or PDF, it’s automatically scanned and saved to your Open receipts list in the Expense Mobile App. You can attach it to a new or existing expense anytime.

After synchronization, receipts are also available in the Expense Portal - and vice versa, images uploaded to the portal will sync back to the Expense Mobile App.