Upload and review an expense

From a file to a reviewed expense

1. 1
   Upload

   Choose the client and add the original document.

2. 2
   Compare

   Check the expense fields against the original file.

3. 3
   Approve

   Review the posting preview, then check the resulting status.

Add the expense

1. Open the correct client and choose Expenses.
2. Use the available add or upload action and select the document.
3. Wait for the file to finish processing.
4. Open the expense and compare the fields with the original document.
5. Check the vendor, tax identifier, document number, date, currency, amount, and classification.
6. Save changes. Review any posting preview before approving.

Automatic document reading can help fill fields, but you still need to check them. Learn about document reading.

An expense, one check at a timeIllustration · fictional details

1Upload the file2Check the details3Review before approval

SmartBill OfficeUploaded

Office supplies receipt

Client

Noga Studio

File

office-supplies.pdf

Check the client before uploading. The file arriving is only the first step.

Review several expenses

Use the expense filters to choose the items you need. The review screen lets you move between documents while keeping the original file visible. Check each expense before approving it.

Approval is unavailable

Complete the missing required details and classification. If the message concerns a period or permissions, ask the responsible bookkeeper.

Check the result

Look at the expense’s updated status and any confirmation or error shown. Uploading, saving, and approving are different steps.