If you are interested to learn more about the expense module please email firstname.lastname@example.org 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.
You can create a receipt without an image.
You can add taxes to 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 and category 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.
InProgress : This means that the receipts are incomplete and is missing mandatory information like category, purchase from or purchase date.
Complete : This means that the receipt(s) has all the mandatory fields entered.
Submitted : This means that the receipts as part of a given report has been submitted for review and approval.
Reimbursed : This means that the receipt as part of a given report has been reimbursed.
All : This is a list of all the receipts irrespective of the status.