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44 changes: 44 additions & 0 deletions
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docs/articles/expensify-classic/expenses/Add-expenses-in-bulk.md
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| --- | ||
| title: Add expenses in bulk | ||
| description: Add multiple expenses at one time | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
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| You can upload bulk receipt images or add receipt details in bulk. | ||
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| # SmartScan receipt images in bulk | ||
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| {% include selector.html values="desktop, mobile" %} | ||
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| {% include option.html value="desktop" %} | ||
| 1. Click the **Expenses** tab. | ||
| 2. Drag and drop up to 10 images or PDF receipts at once from your computer’s files. You can drop them anywhere on the Expense page where you see a green plus icon next to your mouse cursor. | ||
| {% include end-option.html %} | ||
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| {% include option.html value="mobile" %} | ||
| 1. Open the mobile app and tap the camera icon in the bottom right corner. | ||
| 2. Tap the camera icon in the right corner to select the Rapid Fire mode. | ||
| 3. Take a clear photo of each receipt. | ||
| 4. When all receipts are captured, tap the X in the left corner to close the camera. | ||
| {% include end-option.html %} | ||
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| {% include end-selector.html %} | ||
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| # Manually add receipt details in bulk | ||
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| *Note: This process is currently not available from the mobile app and must be completed from the Expensify website.* | ||
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| 1. Click the **Expenses** tab. | ||
| 2. Click **New Expense** and select **Create Multiple**. | ||
| 3. Enter the expense details for up to 10 expenses and click **Save**. | ||
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| # Upload personal expenses via CSV, XLS, etc. | ||
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| *Note: This process is currently not available from the mobile app and must be completed from the Expensify website.* | ||
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| 1. Hover over Settings, then click **Account**. | ||
| 2. Click the **Credit Card Import** tab. | ||
| 3. Under Personal Cards, click **Import Transactions from File**. | ||
| 4. Click **Upload** and select a .csv, .xls, .ofx, or a .qfx file. | ||
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| </div> |
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docs/articles/expensify-classic/expenses/Split-an-expense.md
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| --- | ||
| title: Split an expense | ||
| description: Divide expenses on a receipt into separate expenses | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
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| You can break down a receipt into multiple expenses by splitting it. Each split expense is treated as an individual expense which can be categorized and tagged separately. The same receipt image will be attached to all of the split expenses. | ||
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| {% include info.html %} | ||
| Splitting an expense cannot be undone. | ||
| {% include end-info.html %} | ||
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| {% include selector.html values="desktop, mobile" %} | ||
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| {% include option.html value="desktop" %} | ||
| 1. Click the **Expenses** tab. | ||
| 2. Click the expense you want to split. | ||
| 3. Scroll down and click **Split Expense** in the bottom left corner. | ||
| 4. Use the buttons in the bottom left corner to select how to split the expenses. | ||
| - Add additional splits by clicking **Add Split**. | ||
| - Split the expense for multiple days by clicking **Split by Days**. This option is good for expenses like hotel stays. | ||
| - Split the expense evenly by clicking **Split Even**. This option also works if you add more than two splits. | ||
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| {% include info.html %} | ||
| Each split must have a value greater than $0.00 and all splits must add up to the total expense amount. | ||
| {% include end-info.html %} | ||
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| {% include end-option.html %} | ||
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| {% include option.html value="mobile" %} | ||
| 1. Tap the **Expenses** tab. | ||
| 2. Tap the expense you want to split. | ||
| 3. Scroll down to the bottom and tap **More Options**. | ||
| 4. Tap **Split**. | ||
| 5. Tap each split to add the expense details including the total and category, then click **Save**. To add any additional splits, click **Add Split**. | ||
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| {% include info.html %} | ||
| Each split must have a value greater than $0.00 and all splits must add up to the total expense amount. | ||
| {% include end-info.html %} | ||
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| 6. Once all splits have been added and adjusted, click **Save**. | ||
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| {% include end-option.html %} | ||
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| {% include end-selector.html %} | ||
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| </div> |
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docs/articles/expensify-classic/expenses/Track-group-expenses.md
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| --- | ||
| title: Track group expenses | ||
| description: Use Attendee Tracking to track group expenses | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
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| Capture group and event expenses with Attendee Tracking by documenting who attended and the cost per attendee. The amount is always divided evenly between all attendees—different amounts cannot be allocated to specific attendees. To divide the amounts differently, you’ll first have to split the expense. | ||
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| {% include info.html %} | ||
| Attendees added to an expense will not be notified that they were added to an expense, nor will they share in the expense or be requested to pay for any portion of the expense. | ||
| {% include end-info.html %} | ||
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| {% include selector.html values="desktop, mobile" %} | ||
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| {% include option.html value="desktop" %} | ||
| 1. Click the **Expenses** tab. | ||
| 2. Click the expense you want to add attendees to. | ||
| 3. Click the attendees field and enter the name or email address of the attendee. | ||
| - If the attendee is a member of your workspace, you can select their name from the list. | ||
| - If the attendee is not a member of your workspace, enter their full name or email address and press Enter on your keyboard to add them as a new attendee. | ||
| 4. Click **Save**. | ||
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| Once added, you’ll also see the list of attendees in the expense overview on the Expenses tab. To see the cost per employee, hover over the receipt total. These details are also available on any report that you add the expense to. | ||
| {% include end-option.html %} | ||
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| {% include option.html value="mobile" %} | ||
| 1. Tap the **Expenses** tab. | ||
| 2. Tap the expense you want to add attendees to. | ||
| 3. Scroll down to the bottom and tap **More Options**. | ||
| 4. Tap the attendees field and enter the name or email address of the attendee. | ||
| - If the attendee is a member of your workspace, you can select their name from the list. | ||
| - If the attendee is not a member of your workspace, enter their full name or email address and press Enter on your keyboard to add them as a new attendee. | ||
| 5. Tap **Save**. | ||
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| Attendees will also be listed on any report that you add the expense to. | ||
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| {% include end-option.html %} | ||
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| {% include end-selector.html %} | ||
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| </div> |
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docs/articles/expensify-classic/expenses/expenses/Merge-Expenses.md
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