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How to Scan and Add Receipt Expenses using the Mobile App

Use your smart phone camera to scan receipts and automatically create expense records

Written by Michelle

How it works:

  1. Tap Scan on the dashboard.

  2. Place the receipt in the camera view. You can scan a printed receipt or one shown on a screen.

  3. Confirm the scan:

    1. iOS: tap the checkmark (top right).

    2. Android: tap Next.

    3. Only one receipt can be scanned per expense.

  4. The app automatically reads the receipt and fills in details like the total, date, and items.

  5. Review the information and edit anything missing or incorrect.

  6. Tap Save to record the expense.

    Note: Once saved, you can match or connect your expense record to its corresponding transaction in your bank feed. Click this LINK to learn more.

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