Daftra’s Quick Expenses Scanner Mobile App
What is the Quick Expenses Scanner Mobile App?
The mobile app for recording expenses helps you easily log your expenses, either by entering them manually or by scanning a purchase invoice barcode to automatically fill in the data. The app is linked to your Daftra account, so the expenses you enter into it appear in Daftra for easier accounting processing.
Downloading the Quick Expenses Scanner App
The employee heads to the store to download:
Or go directly to the app through the link, and click on “Install” to download the app.
Giving the User Permission to quick Expenses Scanning
Not all employees can log expenses through the Quick Expenses Scanner app, but only some users can do so.
You can review the guide “Difference between Employees and Users” to understand the difference between them.
The user must be allowed the “System Access“ permission and select a Employee Role that has the Add Expenses permission.
How the User logs an Expense through the App
After giving the employee the permission to add expenses and downloading the Quick Expenses Scanner app, they can log into the app using their email and password, or by scanning the barcode by clicking on “All Apps” from the main menu and choosing “Quick Expense Scanner”.
After logging into the app, follow the next steps to manually record a new expense:
Press the “Add New Expenses” button
And fill in the following information manually:
- Value: Enter the expense amount and currency.
- Date: Select the date of the expense.
- Supplier Name: Enter the supplier name.
- Commercial Register: Enter the tax registration number of the supplier.
- Tax Card: Enter the supplier’s tax card number.
- Tax Type: Select the tax type, such as: Value Added Tax.
- Tax Amount: Enter the tax amount.
- Description: Write any notes related to this expense.
- Then, press the “Save” button.
Or add the expense automatically
- By photographing it, press the camera icon 📸
- Or by uploading the expense file, press the attachment icon
Then press the “Save” button and the expense data will be filled and recorded automatically.
- Note: After recording the expense in the app, it automatically appears in “Expenses”, dropped down from “Finance” in the main menu, and it is processed automatically in the accounting.