Add a receipt in an expense report

Eurécia allows to add to a digital receipt directly in the expense report, for each expense or for the expense report.

 

Who is concerned by this article ?

All users of Eurécia platform. 

 

Add a receipt from your computer or from your mobile or tablet

Access: Expense report > My expense report 

• Create a new expense report or open an existing one 

Add a receipt for each expense

• Create an expense
• Fill-in the fields
• Click on or 'My computer' to add a receipt from your device

• Brows your files and add the receipt you want 
• If the OCR is active, some fields of the expense will automatically be filled-in

Note: you can only add one receipt for each expense. However you can add several receipts in one expense report.

 

Adding global receipts to the expense report

it is also possible to add one or several receipt to the expense report. For example, when several receipts are scanned in one file, it is possible to add this document to the expense report.

• Number the receipts before scanning them
• Scan the receipts
• Add them to the global expense report 

• For each expense, add the reference of the receipt from the global receipt

• Save

 

Add a receipt from the Eurécia Cloud 

If you can't add a receipt from your device, or to avoid a transfer from your smartphone to the computer, the Eurécia Cloud allows you to recover receipts that are not in the local storage.

• From the device where the receipts are, send them to the email expenses@eurecia.com
• Open Eurécia

Access: Expense report > My expense report 

Add a receipt for each expense

• Create a new expense report or open an existing one 
• Add an expense or open an existing one 
• Click on 'Eurécia Cloud' to recover a receipt

• If the OCR is active, some fields of the expense will automatically be filled-in
• Complete the expense
• Save

Adding global receipts to the expense report

• Click on to recover a receipt from the Eurécia Cloud

• Select the receipts you need
• If you can't recover all the receipts you sent by email, click on 'Refresh Eurécia Cloud'

 

Keywords associated to this article :

Expense reports - Reimbursement - professional expenses - receipts - Eurécia Cloud