Receipt reader

In this guide the receipt reader fills in an expense from a document by itself (Growth and Booster). On the Pro plan you attach the document and enter the fields manually.

1. New expense

1. In the menu, click Purchases.
2. Open the Expense tab.
3. Click Add New Expenses.

2. Reading the document

1. On Growth and Booster, drag the receipt to the left (PDF, JPG or PNG). Pro does not have this reader: you just attach the document and fill in the fields manually.
2. The document is loaded. The reader fills in the amount, VAT, date, supplier and receipt number. Check the figures.

3. Checking and saving

1. Choose the category and check the supplier, then click Save.
2. Done. The reader saves time on Growth and Booster. Always check the amounts read before saving.

Summary

Purchases → Expenses → Add expense → drag the receipt → check → Save

What's next

Next guide: Accountant.