Help / Projects, receipts and products
Receipts into budgets
Snap, upload, email or type a receipt; approve it into a project budget or company expenses.
Money → Receipts collects every receipt waiting for a final check. AI reads the store, date, total, tax and items (it uses your workspace's AI budget, about a cent a receipt); you fix anything it got wrong and approve it.
Four ways in
- Snap: on your phone, Money → Receipts → Snap, or a project's Files → Receipts → Take a photo.
- Upload: a photo or PDF from your computer or phone.
- Email: forward the receipt (Amazon, Home Depot, any store) to your receipts address. Each project has its own address too, under Files → Receipts, so it lands on the right job.
- Type it in: the store, date and total when there's no paper.
Approve it
Pick where it goes: a project budget (one paid line for the total, or one line per item) or your company expenses. Tick Also put it on an invoice to bill the client for it right away.
Still stuck? Write to hello@crustomer.us and a person answers.