How to categorise the forward expense receipts?

Categorizing forwarded expenses is crucial as it allows us to process them properly. 

Here is a process to categorize the expense receipts, 

Go to the bottom of the home screen to find the box named Expense Receipts by Upload. This box will have four options, 

Click on the last category, i.e., Uncategorized, to open the list of all existing uncategorized receipts. 

All the uncategorized expense receipts will be displayed on the left side of the screen. You can search for the receipt by using the option in the top left column. 

Once you find the proper receipt, click on it; the receipt will be opened on the right side of the screen. 

Click on the option Categorise at the bottom of the screen. 

On the next page, select the payment status of the expense receipt from the following options, 

If you select partially paid, a box will appear on the screen. Enter the right amount that has been paid in this box. 

Select the category from the following three options, 

The expense you incurred (General) 

The expense you paid on behalf of the customer and will charge back (Billable) 

Expenses paid by an employee and have to pay back (Reimbursement) 

Choose the right category and add remarks, if any. 

Click on save to categories the expense receipts. 

• Related Articles

• How to forward an expense via email?

  You can forward the expense receipt to BizPilot, and we will upload it to your account. Here is a procedure to forward an expense receipt.  Go to the bottom of the home screen to find the box named Expense Receipts by Upload. This box will have four ...

• How to delete the duplicate expense receipts?

  Here is a procedure to delete duplicate expense receipts.  Go to the bottom of the home screen to find the box named Expense Receipts by Upload. This box will have four options,  Choose the category of the expense receipt and click on cancel to ...

• How do we detect duplicate expense receipts?

  BizPilot is a very smart platform that detects duplicate expense receipts and makes suggestions to delete them. The process is conducted automatically, and no manual efforts are required to detect duplicate expenses.  ​ However, once detected, you ...

• How to download an expense?

  You can download any expense regardless of its status.  The procedure to download the invoice is as follows,  Click on the Payables to go to the summary section.  Search for an expense that you need and open it. The expense details will be displayed ...

• How to add an expense?

  The method I: From Home Screen  Look in the right corner of the screen to find the box Drag and drop expenses, which will be right below the box My compliance tasks.  Click on the Drag and drop expenses option to choose an expense receipt from your ...