Creating an expense, including photo capture of receipts and supplier invoices

Importing photos of receipts or supplier invoices and creating expenses to match bank transactions can be done by following these steps:

1. Navigate to the Bank Transactions page.
2. Select 'Actions'.
3. From the dropdown menu, choose 'Upload expenses'.

You can then proceed as follows:

1. Select a maximum of 10 file(s) from your device that you want to upload.
2. Business Finance Assistant will 'read' the receipt and pre-populate some of the fields for you.
3. Fill out the required Supplier, Account, Category, and VAT fields marked with an asterisk.
4. Review the captured data to ensure accuracy and edit if necessary.
5. Apply the correct VAT rate if you are VAT-registered.
6. Choose 'Split category / VAT' to add another line to the expense if an item within the same bank transaction requires a different category or VAT rate.
7. Select 'Reject' if you do not wish to create an expense.
8. Select 'Next' to create that expense and verify the next one.

• Press the Actions button > Retry Matching transaction and Business Finance Assistant will attempt to match uploaded receipts with bank transactions and will display a lightning bolt icon if a successful match is found:

If you need to manually attach an expense or individually upload a photo of a receipt or a supplier invoice to balance an outgoing transaction, follow these steps:

• Select the 'Split/Attach' button on the expense transaction line to open the expanded view.
• Choose 'Attach document' and then 'Expense'.
• Select 'Upload expenses' or choose the expense from the list if it has already been uploaded.

• If you select 'Upload expenses', choose the receipt image or file from your device.
• Verify the details and input the required information.
• Select 'Done' to attach the expense to the transaction.

Once attached, the transaction line will appear shaded in light green to indicate confirmation.