Getting Started with Smart Receipts

Smart Receipts helps you organize your receipts into reports and export them when you need them. This guide will walk you through the basics, from setting up the app to creating and exporting your first report.

Before you start adding receipts, we recommend taking a few moments to set up your account and preferences.

While this is not required in order to use our application, we recommend that you create an account. Doing so will help us identify you faster if you ever reach out to our Support.

To do this, tap the ≡ menu button, and tap the Log in or Sign up button:

Next, go to Settings:

Select General and make sure that your preferred currency and date format are set correctly:

We recommend starting by creating a report.

A report allows you to group related receipts together, for example for a business trip, a month, or a specific project.

To create a report, go to the Reports tab:

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Tap the "+" button to create a report.

To select the newly created report, tap it, then tap View expenses:

To start adding receipts, go to the Receipts tab:

Make sure your new report is selected in the filter:

When a report is selected, all newly created receipts will be added to this report.

There are two main ways to add a receipt: scan it, or enter the details manually.

To be able to scan your receipts, you need a PRO or MAX subscription.

You can activate a free 7-day trial through the ≡ menu → Subscription:

To scan a receipt, tap the "+" button and select Scan & Auto-fill:

Select Camera, and take a photo. Make sure the receipt is clearly visible.

Once the proto is taken, confirm by tapping Next, edit if necessary, and tap Done.

When prompted to scan a new receipt, select No.

Wait for the receipt to be scanned:

Once the scan is completed, you will be prompted to edit or confirm the recognized values. Tap Confirm once you're done.

If you don't confirm the receipt, or if you exit the app before scanning is complete, you will later see a "receipts to review" banner on the Receipts tab:

Tap the banner to continue reviewing the new receipt.

You can also enter receipt data manually. To do this, tap the "+" button on the Receipts tab, and select Enter manually:

Tap the image placeholder to add a photo of your receipt:

Tap Save at the top right once you're done.

Once you have finished adding receipts to your report, you can export it.

To start the export, go to the Export tab:

Make sure the correct report is selected:

You can try any export option, but we recommend that you start with the full PDF report. Select this option:

Tap the Export button at the bottom of the screen to generate the export file:

Scroll through the PDF preview to make sure everything is correct.

Next, tap the Share button at the top right to save or share the file:

Congratulations! You have now created your first report, added a receipt, and exported the completed report.