How do I record an expense from a receipt?

A receipt becomes a project expense without any typing: we read it, you check the values and decide what is saved. Nothing is saved by itself.

How do I upload receipts?

In the project, on the Expenses tab, press From a receipt. Choose up to ten files or Take a photo. The button appears when the office has active access and AI reading is available.

How are they read, and what does it cost?

The reading button tells you how many files will be read and how many credits that costs — before you press it. Reading happens in the background; you get a notification when it is done.

PDF, JPG and PNG are accepted; a HEIC photo is not accepted — save it as a JPEG first. A card number on the receipt is not kept — only its last four digits.

How do I check and save them?

Every value says where it came from (the document, the QR code, an estimate). Anything not confirmed comes unticked, and you always choose the Expense type yourself. Already paid is ticked — a receipt has usually been paid. Press Save the expense, or Save all checked. If the same receipt has already been entered on a project, the card says so and asks you to confirm.

Who can do it?

Anyone who manages project expenses — in your office:

Reading cards are personal: each person sees the ones they uploaded.