Record expenses and scan receipts
Every expense with its receipt in one place. Posted expenses go into the export for your accountant.
On iPhone and iPad
- 01Open Finance > Expenses and tap Record.
- 02Choose Scan document, Choose photo, Choose file or Without document.
- 03In the Expense draft sheet, check the fields Supplier, Reference, Document date and the amounts, and confirm with the checkmark.
- 04Link the supplier: in the Linked supplier section, tap Link supplier and choose them, or create them with Create supplier.
- 05Tap Review, then Post.
On the Mac
- 01Choose Expenses in the sidebar and click Record expense.
- 02Drag the receipt onto Drag a receipt here or click Select file.
- 03Enter the details, link the supplier and confirm.
- 04Review and post through the ⋯ menu.
Good to know
- An expense moves through Recorded, Reviewed and Posted. Posting cannot be undone.
- The owner and accounts with the Finance right review and post.
- The original is attached as PDF, JPEG or PNG, up to 10 MB.
- Record what you paid with Record payment.
- Receipts that come by email go to your company’s inbound address.
Common problems
- I do not see Scan document.
- The document camera is only there on devices with a camera. Choose Choose photo or Choose file.
- An expense can no longer be changed.
- It is posted or part of an export. You can still link the supplier.
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More questions
Write to us by email. Please tell us the name of your company and which device you use.