Submit expenses via the Expense Mobile App

What are the best ways to upload documents to the Expense Mobile app?

How do you submit expenses for approval?

Scenario

Lina is a busy sales person and leverages the Expense Mobile App for every day expenses and demonstrates how she leverages the autofill and OCR to reduce manual entry.

The easiest way to create a new expense is by tapping on an Expense Type eg. New expense starting with a receipt or invoice image.

• From there, take a picture and The AI 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.