Adding and Managing Expenses
Open Invoice Fly.
Tap on the Tools icon located in the menu at the bottom of the screen.
Tap on the Expenses option to open the expenses management section.
Tap the Add Expense button located at the bottom right corner of the screen.
Fill in the details for the new expense, including:
Date: Select the date of the expense.
Merchant: Enter the name of the merchant or vendor.
Total Amount: Enter the total amount of the expense.
Tax: If applicable, enter the tax amount.
Description: Add a description for the expense.
Save the expense by tapping the Save button.
Manage Existing Expenses:
To edit an existing expense, select the expense from the list and tap the Edit button.
Make the necessary changes and save the updated expense.
Scanning Receipts
Open Invoice Fly.
Tap on the Tools icon at the bottom of the screen.
Tap on the Expenses option to open the expenses management section.
Tap the Scan Receipt button.
Use your device's camera to take a clear picture of the receipt.
The app will automatically extract and populate the relevant information from the receipt.
Review the details and make any necessary adjustments before saving the expense.
Categorizing Expenses
Tap on the Expenses option to open the expenses management section.
While adding or editing an expense, you can categorize it by tapping the Category field.
Select an existing category from the list or create a new one by tapping the Add Category button (represented by a plus icon in the upper right corner).
Enter the name of the new category and save it.
Select the appropriate category for each expense to organize your expenses effectively.