Personal outlay and paid by company

Created by Lukas Christensen, Modified on Mon, 30 Oct 2023 at 12:04 PM by Lukas Christensen

In this article, we will go through how to create personal outlay and paid by company.

  1. First, you need to go to the "Dashboard" tab, which you can find at the bottom left corner.

  2. To create personal outlay or paid by company, press the blue "Submit" button on the dashboard tab.

  3. When you press the blue "Submit" button, you will have the option to either take a picture by pressing the button with a camera icon or access your photos and choose an image from your camera roll by pressing the white button with a photograph icon. 
    Blue button with a camera: Use this if you need to take a picture of a receipt in front of you. Remember, the image should be clear for proper processing. 
    White button with a photo: If you have an image in your camera roll you want to submit, press this button to access your camera roll and select the desired image.

  4. After taking/choosing an image, press the blue "Continue" button to proceed to the next step.

  5. Here you can add text to the document and choose between personal outlay or paid by company.

  6. You also have the option to add an operating account, project, expense type, and department by clicking on the blue plus icon labeled "Add accounting."

  7. If you wish to add more images, press the blue "plus" button above "send document."

  8. Once you have filled the desired fields, press "Send document." You will then have the option to view the document on your home screen.

  9. On the home screen, under the "Dashboard" tab, you can see your submitted documents across customers/companies, the dates, and document types.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article