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.
OBS!
The travel and expense product register is fixed and cannot be edited. The expense types available for selection on receipts are also retrieved from the travel and expense product register of your Procountor environment.
This restriction is in place because the product codes assigned to the products are used when retrieving information for Income Register reports, and each product includes automatic mappings required for Income Register reporting.
If the desired product is not available in the Product menu, you can select the “Other expense” option and then provide a more detailed description of the product or expense in Procountor in the invoice’s “Row comment” field or in the mobile app under “Additional information”.