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Re: How do I bulk export reports with receipts as a PDF?
Hi @CBONE, thanks for posting! Receipt images should be added to the expense they pertain to. If you SmartScan your receipts, we'll automatically populate the merchant, date and amount of the expense and automatically attach the receipt to the expense details. If your receipts are already attached to the expenses and you… -
Re: Does the currency conversion surcharge work if the receipts was manual entered?
Hi @Stephenb Welcome to the Expensify Community! No, it's associated with SmartScan. It happens at the point of SmartScanning the expense, and only applies to cash expenses. However you could manually enter the rate and currency to the final charge amount and add a comment so that your Policy Admin knows what's been done.… -
Re: Can I add expenses for my CEO?
Hi @susan717, thanks for posting and welcome to the Community! This is a fairly common scenario so we have just the thing. If your admin adds you to his account as a Copilot, you'll be able to upload receipts into his account on his behalf. We have a great article on Copilots that you can find in our Help Center here. If… -
Re: Concierge is submitting expenses with smart-scanned receipt but no imported cc transaction...
Hi @mwright, thanks for reaching out! Hmm are the credit card transactions being imported more than 7 days after the receipts are being SmartScanned? I ask because when you have a corporate card feed linked to Expensify, all the SmartScanned receipts will get flagged with an "Awaiting merge with imported card transaction"… -
Re: Payment type options other than "Cash" for Manual Mobile Scanning and CSV Import
Hi @mrny1 and @KevinG99 -- if you have a credit card connected and importing into your account, you'll find that the receipt you upload and SmartScan automatically merge with the associated card transition. When this happens, any unmerged receipts are left marked as cash since there was a card expense to match with it.… -
FAQ: Can I turn off Concierge?
For the Expensify Success team, this is a very common question, so let's tackle it here... To answer this question, it helps to know what Concierge is. Concierge is your virtual Expensify assistant - any automation or helpful messages in Expensify are from ‘Concierge’. This means it’s not as simple as ‘turning off’… -
Re: Can SmartScan pick up tax breakdowns when scanning a receipt?
Hi @Shirley, welcome to the Community! SmartScan isn't currently able to pick up VAT on receipts, sorry about that! If we make any changes to SmartScans capabilities, we'll be sure to announce it in our Product Updates category. Cheers! -
Deep Dive: Where to email receipts to (to get them into your Expensify expenses!)
Discussion by Rachael Hopkins · · Home› Expensify Classroom - Help Docs and Webinars› Deep Dive Docs[email protected] This is the email address to use when emailing/forwarding receipts. You can simply forward an email receipt, whether it’s an attachment or the body of the receipt. You can also create a new email and attach receipt images - keep this under 10 images for best results. You MUST email it from an email… -
Re: Cash Conversion Surcharge - Makes little sense
Hi @cuthbei, you're right in your understanding of how the current Currency Surcharge feature works. * A surcharge will currently only be added if a receipt is being SmartScanned. * The % above is applied to the original amount in the original currency. That new original amount is then converted back to the Policy Default… -
Re: Users with Corporate and Personal Cards
Hi @sushicat_san! Yep, users can definitely add cash expenses and SmartScan their receipts in Expensify, regardless of whether they have corporate card expenses automatically importing or not. To provide more context here, you can think of your Expenses page as a list of all your transactions - both card imports and cash…
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