Adding a creditcard expense
Create new expense
In the app
On the iPhone you see a large orange button with the label 'new expense'. In the Android App at the Expenses screen, you see a plus sign in the lower right corner. Click on this and make a choice between the different types of expenses. To add a receipt choose 'Take Photo'. You can then take a photo of a receipt in front of you, or choose from your library to add a photo you have taken before.
After you have taken the photo of the receipt, you can continue to input additionally required information and save the expense. If you have OCR enabled, make sure you check if the currency, amount, data and VAT rates are correct.
Select the card used for the transaction from the âPayment Methodâ field.
Do not add a report to this expense, this will be done when the statement is uploaded
If you have to enter a project, you can enter the name or the number of the project. The app will then search the list, and you can select the correct project. If you do not know the full number or name of the project, you can enter part of the number or name.
When the statement is available this will be uploaded and per card a report is created for all transactions in the statement.
On the website
Use the button new expense to add a expense. If you click on this and then click on add receipt, you will get a new declaration. Here you can add a photo or PDF to the expense as a file. You can also drag your receipt image or PDF into the upload screen.
After you have added the photo or PDF, you can continue to input additionally required information and save the expense.
Select the card used for the transaction at 'Paymentmethod'
Do not add a report to this expense, this will be done automatically when the statement is uploaded. If the expense is already added to a different report, it wonât match with the one extracted from the credit card statement.
If you have to enter a project, you can enter the name or the number of the project. The app will then search the list, and you can select the correct project. If you do not know the full number or name of the project, you can enter part of the number or name.
Statement upload
When the statement is uploaded you will be notified, a report for the statement is created. When this is done transactions that can be matched with created expenses will be replaced. For the transactions that can not be matched a draft is created.
There are 2 options to complete the drafts.
When an expense is already added and not matched, you can do this by hand. Click on replace in the report overview. A new screen will open with all expenses that are not in a report. You can add the expense by marking it and press choose. The expense is now matched. This is only available on the website.
You can also click on the expense and add all the necessary details if a matching expense doesnât already exist.
Completion of the report
When all expenses are added submit the report, by clicking on submit or the send icon at the top.