How to Upload Receipts (+Tips for Accurate Scanning)

Step-by-Step Guide

1. Navigate to Expenses
   • From your dashboard, go to the Expenses section.
2. Click "Create Expense"
   • This will open the options for uploading or entering your expense details.
3. Choose an Upload Method
   • On a Laptop/Web Browser:
     • Upload a receipt.
     • or choose to enter details manually.
   • On a Mobile Phone:
     • Import a photo using your camera.
     • Import from your gallery.
     • Enter details manually.
4. Automatic Data Extraction
   • Once the receipt is uploaded, ExpenseMonkey will automatically extract key data for you.
5. Review and Adjust
   • Double-check the extracted details for accuracy.
   • Choose the project and category to keep expenses organized.
   • Change the currency if needed; ExpenseMonkey uses per default your organizational currency.
6. Save as Draft (if Unsure of Some Details)
   • If you’re unsure about certain details, save the expense as a draft first.
   • Note: Once an expense is created, it cannot be deleted or edited unless it is rejected, at which point you can edit and re-submit.
7. Click "Create"
   • Your expense will now be saved, along with the uploaded receipt.

‍Tips and Tricks for Accurate Scanning

• Ensure the receipt is clear and legible before uploading (no wrinkles or shadows).
• If possible, use good lighting when capturing receipts with your mobile phone.
• Always review auto-extracted details to avoid errors.

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Note: You can always view the uploaded receipt in the expense you’ve created for easy reference.

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