can employees add info to uploaded credit card receipts?

ebp Expensify Customer Posts: 1 Expensify Newcomer
edited January 2019 in Advanced Admin Controls

can employees designate account, class and add a description while uploading a company credit card receipt? Can they do this without viewing any other company financial info?


  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited January 2018

    Hello @ebp, this is a great question and I'm happy to answer it for you.

    If your employees are using the mobile app to upload their receipt images, it will be a couple clicks for them to add the category, tag and comment to the receipt. I've created a video below to help illustrate how this is done.

    How to add expenses on the mobile app

    We'll sync the newly uploaded expense to the employee's account on the web and finish SmartScanning it.

    Taking these steps shouldn't grant the employee access to any other company financial info. But if you'd like to tell me a little more about your concerns and what information you'd like to keep private from them, I can provide a more thorough answer.