How do I add or delete an invoice?
Updated 1 day ago
Expensya allows you to add invoices in several ways both on the website and the app.
On the website :
Go to the "Invoices" tab
Click on "+ Invoice". You can then pick between three different ways:
- Intelligent Recognition: Add an image or a PDF and Expensya will automatically extract all the relevant data for you.
- Manual entry: Manually fill in an invoice form.
- Email processing: Have you received an invoice in your mailbox? Just forward the email directly to expenses@expensya.com and the invoice will magically appear in the list of your invoices, pre-entered! Just make sure that it’s sent from the same email you’re signed in with.
To add invoices from the report tab:
Go to the "Reports" tab,
Click on the Report to add your invoice,
Click on the "+ Invoice" button.
How to delete an invoice:
Check the invoice you wish to delete,
Click on "Delete".
From the app:
To add your invoices:
Go to the "Invoices" menu
Adding invoices can be done in two ways:
1. Fast Scan
2. Manual entry
If you are going to use the fast scan, here are the different models:
Simple invoice: to take a picture of a simple receipt.
Several invoices: for multiple pictures of several receipts to be treated separately.
Multi-page invoice: if the invoice is on more than one page, select this option to have several pictures treated as one invoice by Expensya
How to delete an invoice:
Access the "Invoices" menu,
Long press on an invoice,
Once the bin icon appears, tap it.
