Create an expense invoice out of a receipt by selecting the payment method Paid with own money.
Receipts for which the payment method Paid with own money has been selected are expense invoices and therefore do not appear in the Cost receipts Management section of your Procountor environment.
Expense invoices can be searched in the Procountor software, for example, via Search > Receipt Search or through the Invoices waiting for verification widget on the homepage.
How do I create an expense invoice?
1. Tap on the Receipt button on the homepage or select Receipts > New receipt in the sub-menu. Take a photo of the receipt.
2. Take a photo of the receipt.
3. The Procountor mobile app reads the receipt information. Complete the details if necessary and select Paid with own money as the payment method.
The automatic AI-based expense classification suggests a suitable expense type for the receipt.
4. Press Done. The receipt will be saved in the Unfinished status in the app.
5. If the Approval circulation is enabled, finalize the expense receipt in the app by sending it into the approval circulation by pressing Send to verification. If the approval circulation is not enabled, you can mark the receipt as completed by pressing Mark as completed. If you have payment rights, you can pay the expense invoice directly in the app using the Pay button.
The payment is confirmed with the Finago Procountor Key app.
The mobile automatically creates a new expense invoice from the receipt, if you don't already have an expense invoice that is in progress. All new expense invoices are added to the same expense invoice, if it is draft.