Adding Receipts

Adding Receipts

Receipts can be added to the Files & Receipt screen and these receipts will be ready to add to a claim anytime they are needed.

To upload a receipt navigate to Receipts on the dashboard and click Available files and receipts.

On this screen you can upload pictures of receipts by clicking the green Upload button.

To get started click Select files then select the picture of the receipt and click Upload selected files. You can upload as many receipts as you like in this view.

Once the desired number of receipts have been uploaded, a window will appear on which you can edit the details of the receipt, you can add the date, the category, the amount, the country of purchase, a description and edit the coding.

To edit receipt information after it has been uploaded, click the pencil button on the receipt.

To add the receipt to a claim from this window click the + button next on the receipt.

To delete the receipt click the Bin icon.

Creating a new claim Overview

Sending receipts using email

Using OCR to read receipts

Get support

Still stuck? Our support team are here to help, available every weekday from 8.30am to 6pm. Call +44 (0) 1270 611800

Web Application Version 221.0

Expected release 18/05/2021 6:00am Enhancements New Credit Card admin toggles.Disable claim creation except from the credit card reconciliation screen.Keep all

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Web Application Version 220.1

Expected release 13/05/2021 6:00am Enhancements N/A Bug fixes Fixed issue with webservices which prevented direct entry mileage lines from synchronising

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Web Application Version 220.0

Expected release 11/05/2021 6:00am Enhancements Updates to webservices to improve system security. Bug fixes Fixed issue with timesheets not recalculating

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