A new way to view expenses, receipts and documents in Expensify
When we folded the Receipts page into the Expenses page, many of you requested an easy way to view expenses without receipts, and receipts that weren’t yet linked to an expense. Today, we’re happy to say we’ve added new filters to do just that!
Moving forward, you will see a filter option to view Expenses, Receipts, Documents, or all of the above.
But you may be asking, what exactly is a document if it’s not a receipt? Below you’ll find some simple definitions to help explain the differences.
- Expense - An expense is a record of a transaction; this can be a cash or electronic exchange of funds. The expense will contain all the information of the transaction, such as merchant, date and amount; it may or may not have a receipt linked to it.
- Receipt - A receipt is an image file that is linked to an expense in Expensify. Generally a receipt contains point of purchase information for the transaction.
- Document - A document is an image file or PDF that contains information about your expense, but it is not linked to any expense as a receipt. Some of these supporting documents are actually receipts, so filtering in documents helps isolate receipts that may need to be linked to an expense.
Just like before, you’ll still be able to link uploaded receipts to your expenses, the main difference is that receipt images not yet attached to an expense will be considered a Document.
If your document is not a receipt, it may still be supporting documentation for your report. In the past these were called “Attachments”. With this change you’ll still be able to add documents to your report in the same way, but we'll be updating "Add Attachment" button to read "Add Document."
As always, let us know questions you run into and happy Expensifying!