How to generate an expense report

This feature is only available as part of the Genius Scan Ultra subscription.

Upon scanning a document, Genius Scan  automatically identifies receipts, extracts their metadata, and categorizes them. This data can be reviewed and edited at will.

Generate your expense report

1

Scan your receipt and tap  Receipt detected.

2

Scroll up to review and edit the detected information if needed.

3

Close  the window and tap the export icon to send your expense report as a PDF or Excel + PDF.

Customize your expense report

Genius Scan also allows customizing the columns and categories available for the expenses: you can add additional custom columns and categories and rename automatic default categories to match your business’ way of categorizing expenses.

1

Open Genius Scan, go to Settings, and choose Expense Reporting.

2

Tap add column or add category to add a column or a category to your reports.

You can tap a column to  hide it and customize your tax column. 

3

Tap a category to  rename it. Its custom name will now appear on your reports.

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