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Transfer

Sometimes you may need to transfer a Receipt to another user. 

Steps to Transfer a Receipt to Another User

  1. Access the Receipt Wallet:
    From the Expense tab in the bottom navigation menu, open the Receipt Wallet module.
    Receipt Wallet module in the Expense tab in the ExpensePoint mobile app

  2. Select the Receipt to Transfer:
    Tap the hamburger menu and choose the Select option. Select the receipt you want to transfer and tap the Transfer option from the menu.
    Transfer option in the menu of the Receipt Wallet with a receipt selected

  3. Alternative Method - From Receipt Details:
    Open the receipt you want to transfer. On the Receipt Details screen, tap the hamburger menu and select the Transfer option.
    Transfer option in the menu of the selected receipt

  4. Choose the Recipient:
    A window will appear, allowing you to select the user to whom you want to transfer the receipt.
    Select User window

 

For web browser or desktop application instructions, please refer to this article.