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Create an Expense from the Receipt Wallet

Steps to Create Expenses from the Receipt Wallet

You can create Expenses directly from the Receipt Wallet using any of the following methods:

  1. Swipe Left on a Receipt:
    From the Receipt Wallet list, swipe left on the receipt you want to use to create an expense.
    Receipt being swiped left to reveal the Create an Expense option

  2. Use the Hamburger Menu in the Receipt Wallet List:
    Tap the hamburger menu (three horizontal lines) in the upper right corner of the Receipt Wallet list and select Create an Expense.
    Receipt selected making the Create an Expense option appear in the menu in the Receipt Wallet

  3. From the Receipt Details Screen:
    Open the receipt, then tap the hamburger menu on the Receipt Details screen and choose Create an Expense.

    Create an Expense option in the menu in the selected receipt

 

After tapping Create an Expense, you will be prompted to select an Expense Report from the list:

Select Report screen with search function and list

Choose the appropriate report where the receipt will belong, then enter all necessary information on the expense screen. The receipt will be automatically attached to the expense.


For more detailed instructions on how to create an expense, please refer to this article.