Instructions - WiseEconomy: Adding a Receipt to the System

1. Log in to the system using a web browser (phone/computer) or through the link of the website saved on your phone's home screen.

You can add a receipt to the system by selecting "Receipt" from the dropdown menu that opens up after clicking the plus (+) icon in the top panel.

2. In the opened window, fill in the details related to the receipt.

• The "Created by" field is automatically filled based on the logged-in user.
• The "Date" field should be selected with the date of expense formation if it's not the current day. We recommend adding receipts to the system as soon as possible after the expense is incurred.
• Add the total amount of the receipt.
• Purchase location.
• Information on whether the expense was paid from the company's account or not (e.g., employee paid with their own card, in which case the amount needs to be reimbursed to the employee).
• In the "Expense basis" field, additional information about the receipt can be written. For example, if it's a business lunch, details about it such as the individuals who attended the lunch can be provided.

3. From the "Add attachment" button, upload the image of the receipt.

You can only attach one file, and it's crucial to remember to do this at this stage because once the receipt is saved, you won't be able to add the attachment anymore.
When using the website on your phone, you can take a picture with the camera, select a previously taken photo from your phone's camera roll, or choose an image from your computer's files.

Once the receipt image is attached, press the green "Add receipt" button.

NOTE! Ensure that the receipt image clearly shows at least the purchase location, date, items purchased, and VAT breakdowns.

4. Check again that the receipt is found on the "receipts" tab.

Now the receipt is waiting in the system for the accountant to process.