How to Create an Expense Receipt

Expense receipts are created in the Receipts tab. To do this: 

1. Click New.
2. Upload the receipt image.
3. Code the receipt using the available fields.

Receipt Coding Fields

Unlike invoices or purchase orders, the coding fields on receipts are the same for all accounting system integrations. The fields available are:

• Company - Selects the legal entity for the receipt.
• New Report - Creates a new report.
• Existing Report - Adds the receipt to an existing report. 
• Tax - Adds the tax type for the expense. This option is only available for accounting systems that import tax lists.
• Merchant - The business on the receipt, such as a restaurant or hotel.
• Purchase Date - The date the goods or services were purchased.
• Org Unit - The org unit for the receipt.
• Category - The receipt's category, such as Fuel, Meals, etc. Additional categories can be added in Settings.
• Description - A brief description of the line item.
• Subtotal - The line total.
• Add Line Item - Adds additional lines to the receipt.

Once fully coded, receipts move to the Complete tab. At this point you can review the expense report, add any additional receipts to the report, and submit it for approval. If any fields are not coded, the receipt stays in the In Progress tab. The fields that need to be code will be highlighted when you click into the receipt.