Multiple Items on Expenses

Ros — Fri, 19 Jan 2018 12:13:52 +0000

You can add more items to one expense. By default, the expense includes just one item but if you need more, just click ‘Add item’:

On the expenses list, each item will be displayed in a separate line:

If you mark an expense as billable and attach it to the client/project, all its’ items will be automatically linked to this specific client/project.

In case you apply an admin fee, it will be applied to all the items, but if you use a fixed admin fee it will only be applied to the first item. The same goes with an Expense Attachment – if you attach an expense to the invoice (bill expense), its’ receipt will be added to the invoice which has the first item of that expense.

Optical Character Recognition (OCR) on Receipts – BETA

Freddy Buss — Thu, 01 Aug 2019 12:18:25 +0000

When you are uploading a receipt to your expense we do support an optical character recognition. That means we recognize vendor, date and amount on the receipt and it will automatically filled into the fields on your expense. For currency and tax it depends if it matches to the OCR name (e.g. if you tax name is MwSt. 19% but on receipt it is MwSt – 19%).

You can activate this feature when you go to Settings/Preferences/Expenses -> Use OCR on expenses

Note: When the OCR doesn’t read the receipt properly send us the receipt to receipts@zistemo.com so, we can improve the OCR. Of course you can also just contact our friendly customer service who is always happy to help.

receipt – Zistemo Knowledge Base

Multiple Items on Expenses

Optical Character Recognition (OCR) on Receipts – BETA