Deep Dive: What is the difference between a receipt, an expense, and a report attachment?
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Stevie LaFortune
Expensify Team, Expensify Student Ambassador Posts: 240 Expensify Team
To create an expense - typically you'll start with a receipt and let our SmartScan system do the work for you!
Once SmartScan successfully completes the process of recognizing the date, merchant and amount - you'll be left with an expense that has a receipt image attached.
You are also able to create an expense without a receipt by simply clicking to create a new expense and adding the necessary details - Date, Merchant, and Amount.
A report attachment is additional information that can be added to a report. Attachments can be added to reports at any time (even if the report has already been submitted) by clicking the paperclip icon to the right of the comment box.
When an attachment is added to a report this is how it will display:
Once SmartScan successfully completes the process of recognizing the date, merchant and amount - you'll be left with an expense that has a receipt image attached.
You are also able to create an expense without a receipt by simply clicking to create a new expense and adding the necessary details - Date, Merchant, and Amount.
A report attachment is additional information that can be added to a report. Attachments can be added to reports at any time (even if the report has already been submitted) by clicking the paperclip icon to the right of the comment box.
When an attachment is added to a report this is how it will display:
