If you are interested to learn more about the expense module please email email@example.com or reach out to your customer success manager.
- Receipt management is not a separate offering or module, but is part of the expense reimbursement offering.
- You need to either be an expense creator or an expense admin to be able to code your receipts and add them to the expense reports.
- We also support negative receipt amount, incase there is a credit an employee needs to record for.
- We will soon release the ability to capture and handle taxes on the receipt.
HOW IT WORKS
STEP 1: Capture receipt data and upload receipts images
1.a. When you upload a new receipt you have the option to either add the receipt to an existing report or create a new report. By default a new report gets created if there is no existing report.
Below is a new report that the receipt was added to.
1.b. You have an option to add additional line item to the receipt. This can be used to capture a tip amount or if a receipt needs to be split into multiple line items.
Below is an example where additional amount for tip has been added to a new line item.
1.c. When you capture a receipt, data like merchant, purchase date, category and description are mandatory. If these fields are left blank, the system will tag the receipt as incomplete. Receipt with a negative amount is supported.
1.d. When all the required fields are filled, the system marks the receipts as complete.
STEP 2: View all the receipts
All the receipts in a particular status are displayed in a single view.
Below is an example of all the receipts in the completed status.
STEP 3: View multiple line items associated with a receipt
The number indicates the number of line items in a receipt.
When you click on the icon, you can see the details of the line items associated with the receipt.