Employees can upload expenses for approval before posting it as a purchase. You need to follow the same steps for uploading a document and select the Expenses folder.
📌TIP: To upload an expense and post it as a Purchase directly without approval, select the Purchases folder instead.
Click the Upload Document.
Select the Expenses Folder.
Choose the appropriate Upload settings.
Browse to select the expense from your device.
⚠️CAUTION: Select the files carefully, as the upload will start automatically. You can't cancel an upload.
Next steps
Go to the Activity tab to check the extraction status.
Once the upload is complete, the expense will appear in the Expenses tab within the Expense Reports folder. (This is equivalent to the Inbox tab in other folders).
You can then add the expenses to a report, and then submit it for review to your Approver.
FAQ
What is the cost of processing an expense?
The charge for processing an expense is one credit per invoice/receipt.
The monetary cost per credit depends on your subscription level.
Can I add an expense without a receipt?
If you don't have a photo or a scan of the receipt yet, you can add the expense manually instead. You can then add a copy of the receipt to it later.