A few weeks ago we announced that Xero chose Expensify as its receipt and expense management system for all employees across 21 offices worldwide. This month, we’re continuing our celebration with the news that Xero has selected us as their Global App Partner of the Month! Continue Reading…
Archives For expenses
Duplicate expenses are a pain for everyone, so we’re finally doing something about it.
Whether intentional, or not, duplicate expenses are an issue. Duplicate expenses create more work for both the submitter and the approver. They are a core task in auditing to be sought out and destroyed!
When I was a child, my mom collected shoeboxes. Big boxes, tall boxes, small boxes, etc. Their varying sizes made them a great storage option.
My parents own a slew of vending machines in and around my hometown and keeping track of their expenses during the year was never a huge priority. As a result, my mom finds the best-priced soda at one store then travels to the next, even if it’s only because she has a coupon for potato chips. She had receipts from Sam’s Club (a retail warehouse), gas stations, grocery stores, and more. It’s a lot of driving and even more receipts.
Expenses and Receipts are two pieces to the Expense Report puzzle.
Expense: Summary of information related to a transaction. The IRS requires an expense to include the date, amount, and merchant in case of audit.
Receipt: Proof of a transaction that helps to verify things such as merchant, amount, date, and account/tender used.
You can have an expense without a receipt…
You can have a receipt without an expense…
But when the expense is put together with the receipt, it creates a beautiful thing…
How to Attach a Receipt to an Expense:
Once your receipts have been uploaded to Expensify, you are be able to go in your Expenses Page or Reports Page and view a similar page as the one depicted below.
By clicking the you are then be allowed to attach a receipt, replacing the eReceipt.
By clicking the or you will also have the option to split an expense by date, merchant, category, tag, or amount; and the original receipt will be associated with all the split expenses. This also takes you to where you are able to edit an expense.
Or you could just let SmartScan do all the work for you!
If you need any further help or have any other questions about uploading receipts or anything expense related, please write to us at firstname.lastname@example.org.
When you upload receipts as HTML or text emails (or even upload them as original PDFs), we store them securely on our server as both a high-resolution PDF and a low-resolution JPG thumbnail. We typically only show the JPG, but your always welcome to go back and download the full PDF in all it’s glory. Just click on the receipt on the home or receipt page, then click “Download as PDF” in the upper-right corner:
Naturally, this option is only available for HTML, text, and PDF receipts — receipts uploaded as a photograph are kept in their original format.