Receipt Bank is used by companies large and small. A commonly requested feature from larger companies has been the ability to quickly and easily create an expense report / claim.
With the Expense Report you can submit all your expenses to Receipt Bank; we will process them and extract the key data and then you can create an Expense Claim for submission to your employer, client or business partners. And, of course, all the scanned copies of the expenses are safely stored online in your Receipt Bank account.
How to create an expense report
To create an Expense Report go to Unclaimed Items tab
Then select the items that want to include and click on the button 'Expense Report':
Then you will prompted to enter who the Expense Claim is for and for which date. This allows you to enter the name of the claimant (most likely yourself!) but it also allows this function to be used for other purposes such as accounting for petty cash:
And that's it! Your Expense Report is created! You can then publish this to your cloud software, or export this to Excel or to pdf.
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