What should I do if my receipt is too long?
You may switch the camera mode from Single to Combine so that you can capture multiple sections of a single receipt.
How do I scan my receipt to record my expense?
To record an expense, you may tap on the camera floating button if you wish to scan your receipt. Otherwise, tap on the “+” floating button, and select “Expense”. If the expense is due at a later date, you may change the option from “Paid” to “Unpaid”. Fill in the required details and tap on […]
Why are there Paid and Unpaid options when recording expense?
Expense is considered as Paid by default, but you may select the Unpaid option if you have an outstanding expense due at a later date.
How do I record an expense to be reimbursed?
When recording a reimbursable expense, kindly select “Personal Money (Reimbursable)” in the “Paid Using” field. Thereafter, select the employee who paid the expense.
What does the Category in expense mean?
Category refers to general groupings that can be used to classify your expenses for tracking purposes.
What is the “Split Expense” for?
If you have a receipt comprising of expenses incurred from more than 1 category, you may use the Split Expense feature to split the expense into different category.
What do the “Reimburse Now” and “Reimburse Later” options mean?
If you have already reimbursed the employee who paid for the expense, you may tap on “Reimburse Now” and indicate the mode of payment as well as the bank account that the payment was made from. On the other hand, if you wish to add the reimbursement to the employee’s payslip, you may tap on […]
Which GST Rate should I choose?
If your organization is GST registered, 7% SR will be the default selection. However, you may also select other GST Rates if deemed suitable. • 0% ZR if the goods supplied will be exported or have been exported • 0% ES for financial services, digital payment tokens, residential properties and IPM. • 0% OS for […]
How do I record a Purchase Order?
To record a purchase order, tap on “+” floating button, and select “Purchase Order”. Fill in the required details such as supplier name, delivery date, address, items and tap on “Save”. The saved Purchase Order will be visible in the Purchases module as well as home page.
What do the Purchase Order status: Open, Billed, Closed mean?
After creating your Purchase Order, it will be in the Open state until it has been converted or tagged to a bill, at which the status will change to Billed. Once the payment for the linked bill is made, the Purchase Order status will change to Closed.