Scan a receipt, the boxes fill in
Date, amount, place, category and truck are read from the photo for you to check.
Read by AI: 50 scans included per truck each month, then prepaid packs.
Step by step
- Open Company expenses and find Add company expense.
- Under Receipt or invoice, take a photo or upload the file. If you see Scan and fill with AI, press it to fill in the boxes (each scan uses one of your monthly AI scans), then check every field before saving.
- Fill in Expense date, Amount, Merchant or payee and Category. If it belongs to a truck, choose the Truck.
- Press Record expense. The receipt is kept with it as evidence.
- Later, use the Expense ledger filters (Year, Category, Truck, Status) and press Filter to find it.
- Report for your accountant and Export filtered CSV at the top give you the list to hand over.
Record only what was actually paid, and never the same payment twice. Owners can add expenses; an accountant can too if the owner allows it.
Set up first
Nothing.
Worth knowing
- Check the category before saving: it decides the tax line.
- Company expenses: add the receipt photo.
- Press Scan and fill with AI. Date, amount, merchant, category and truck are filled in for you to check.