How to Add an Expense

You can add an expense in two ways:

• Manually enter the details and upload a receipt

• Upload a receipt first and let OCR read the data, then review and complete the fields

You can do this via web or mobile. On mobile, OCR is applied automatically when you upload a receipt. On web, you can choose whether to start with manual entry or upload a receipt for OCR.

Add Expense Manually (Web)

1. Log in to Declaree

2. Navigate to Expenses

3. Select + Add Expense at the top right and upload your receipt.

4. Fill in Expense Details

   • Description: Add a short note for context.

   • Category: Pick the appropriate expense category.

   • Date: Choose the transaction date.

   • Amount: Enter the total amount.

   • Currency: Select the correct currency.

   • Project (if applicable): Pick the appropriate expense report.

   • Payment method: Select the appropriate payment method

   • Report: Choose an existing report to add the expense to, or create a new one.

   • Payment Method (if applicable): Select None for reimbursable expenses, or choose a card as the appropriate payment method.

5. Attach a Receipt

   • Click Upload Receipt and select a file from your device.

   • Supported formats: JPG, PNG, PDF.

6. Save the Expense

Upload Receipt First (OCR)

Web:

• Upload a receipt and let Declaree use OCR to extract details like Description, Country, Date, Amount, Currency and VAT.

• Review and complete missing fields such as Category, Project or any custom fields.

Mobile:

• Use the Declaree app to take a photo or upload a receipt.

• OCR runs automatically and fills in the basic details.

• Verify the data and add any missing information before saving.

Notes & Tips

• OCR helps speed up data entry, but always check for accuracy.

• If your company uses custom fields, complete them before saving.