{"id":143692,"date":"2026-08-25T12:35:23","date_gmt":"2026-08-25T12:35:23","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=143692"},"modified":"2026-08-25T12:34:40","modified_gmt":"2026-08-25T12:34:40","slug":"guide-to-manually-recording-an-expense-from-the-app","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-manually-recording-an-expense-from-the-app\/","title":{"rendered":"Guide to Manually Adding an Expense from the App"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]The <strong data-start=\"59\" data-end=\"84\">Quick Expense Scanner<\/strong> app allows you to manually record a new expense with all its financial details, payment details, and category, with the option to scan an invoice using a QR code to automatically extract the amount instead of entering it manually. This article explains how to manually record an expense from the app.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Steps to Manually Add an Expense from the App&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1787660422018{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"446\" data-end=\"491\"><strong data-start=\"446\" data-end=\"491\">Step 1: Access the Add New Expense Screen<\/strong><\/p>\n<p data-start=\"493\" data-end=\"659\">From the Quick Expense Scanner app home screen, tap <strong data-start=\"545\" data-end=\"564\">Add Expense<\/strong>. You can also access the same screen from the Expenses list by tapping the <strong data-start=\"640\" data-end=\"647\">(+)<\/strong> Add button.<\/p>\n<p data-start=\"493\" data-end=\"659\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-143702\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0641-523x1024.jpg\" alt=\"\" width=\"523\" height=\"1024\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0641-523x1024.jpg 523w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0641-153x300.jpg 153w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0641-768x1505.jpg 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0641-784x1536.jpg 784w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0641-1045x2048.jpg 1045w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0641.jpg 1179w\" sizes=\"auto, (max-width: 523px) 100vw, 523px\" \/><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"740\" data-end=\"783\"><strong data-start=\"740\" data-end=\"783\">Step 2: Enter the Basic Expense Details<\/strong><\/p>\n<p data-start=\"785\" data-end=\"826\">The screen displays the following fields:<\/p>\n<ul data-start=\"828\" data-end=\"1195\">\n<li data-section-id=\"baqh0x\" data-start=\"828\" data-end=\"908\"><strong data-start=\"830\" data-end=\"840\">Amount<\/strong> (required), Enter the amount, and select the currency, such as SAR.<\/li>\n<li data-section-id=\"1fshlas\" data-start=\"909\" data-end=\"1052\"><strong data-start=\"911\" data-end=\"920\">Tax 1<\/strong>, Enter the tax amount, and select its type. You can add another tax by tapping <strong data-start=\"1000\" data-end=\"1011\">Add Tax<\/strong>, or remove it by tapping <strong data-start=\"1037\" data-end=\"1051\">Remove Tax<\/strong>.<\/li>\n<li data-section-id=\"ygr4fg\" data-start=\"1053\" data-end=\"1076\"><strong data-start=\"1055\" data-end=\"1064\">Total<\/strong> (required).<\/li>\n<li data-section-id=\"i6tod6\" data-start=\"1077\" data-end=\"1099\"><strong data-start=\"1079\" data-end=\"1087\">Date<\/strong> (required).<\/li>\n<li data-section-id=\"1p41x8c\" data-start=\"1100\" data-end=\"1195\"><strong data-start=\"1102\" data-end=\"1114\">Supplier<\/strong>, Select a supplier from the list, or tap <strong data-start=\"1156\" data-end=\"1172\">Add Supplier<\/strong> to add a new supplier.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"1197\" data-end=\"1245\"><strong data-start=\"1197\" data-end=\"1245\">Step 3: Enter Payment and Additional Details<\/strong><\/p>\n<p data-start=\"1247\" data-end=\"1294\">Below the basic expense details, you will find:<\/p>\n<ul data-start=\"1296\" data-end=\"1527\">\n<li data-section-id=\"1gjckf6\" data-start=\"1296\" data-end=\"1321\"><strong data-start=\"1298\" data-end=\"1309\">Treasury<\/strong> (required).<\/li>\n<li data-section-id=\"onj8bi\" data-start=\"1322\" data-end=\"1416\"><strong data-start=\"1324\" data-end=\"1343\">Journal Account<\/strong>, The default value is <strong data-start=\"1366\" data-end=\"1379\">Automatic<\/strong>, and you can select another account.<\/li>\n<li data-section-id=\"rquiej\" data-start=\"1417\" data-end=\"1473\"><strong data-start=\"1419\" data-end=\"1437\">Category<\/strong>, Select the expense category.<\/li>\n<li data-section-id=\"a3ha3a\" data-start=\"1474\" data-end=\"1527\"><strong data-start=\"1476\" data-end=\"1491\">Description<\/strong>, Enter additional notes, if needed.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-143709\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0642-518x1024.jpg\" alt=\"\" width=\"518\" height=\"1024\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0642-518x1024.jpg 518w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0642-152x300.jpg 152w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0642-768x1518.jpg 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0642-777x1536.jpg 777w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0642-1036x2048.jpg 1036w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/IMG_0642.jpg 1179w\" sizes=\"auto, (max-width: 518px) 100vw, 518px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"1607\" data-end=\"1650\"><strong data-start=\"1607\" data-end=\"1650\">Step 4: Attach the Invoice or Documents<\/strong><\/p>\n<p data-start=\"1652\" data-end=\"1880\">Tap the camera icon to take a photo directly, or tap <strong data-start=\"1705\" data-end=\"1729\">Upload Image or File<\/strong> to upload an invoice image or a document from your device. Attached files are displayed with their names and sizes, and you can remove any attachment.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"1882\" data-end=\"1910\"><strong data-start=\"1882\" data-end=\"1910\">Step 5: Save the Expense<\/strong><\/p>\n<p data-start=\"1912\" data-end=\"2031\">Review the entered details, then tap <strong data-start=\"1949\" data-end=\"1957\">Save<\/strong>, or tap the small arrow next to it to select an additional saving option.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">After saving, the new expense appears immediately in the Expenses list and on the app&#8217;s main dashboard (<strong>Home<\/strong>).<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"2138\" data-end=\"2157\"><strong data-start=\"2138\" data-end=\"2157\">Important Notes<\/strong><\/p>\n<ul data-start=\"2159\" data-end=\"3111\">\n<li data-section-id=\"ci1d1g\" data-start=\"2159\" data-end=\"2376\">Instead of entering the amount manually, you can tap the blue <strong data-start=\"2218\" data-end=\"2239\">Invoice Scan (QR)<\/strong> icon at the top of the screen to automatically extract the amount from the invoice, with the option to review and edit it before saving.<\/li>\n<li data-section-id=\"1er4ku2\" data-start=\"2377\" data-end=\"2727\">When scanning the invoice, if the supplier&#8217;s extracted commercial registration number matches an existing supplier, the <strong data-start=\"2499\" data-end=\"2511\">Supplier<\/strong> field is automatically populated with the supplier&#8217;s name. If there is no match, the field remains empty, and a new supplier is not automatically created based solely on the supplier name extracted from the invoice.<\/li>\n<li data-section-id=\"6lc10p\" data-start=\"2728\" data-end=\"2981\">When you select a supplier that has been used in a previous expense, the system automatically populates the last <strong data-start=\"2843\" data-end=\"2862\">Journal Account<\/strong>, <strong data-start=\"2864\" data-end=\"2871\">Tax<\/strong>, and <strong data-start=\"2877\" data-end=\"2895\">Category<\/strong>\u00a0used with that supplier, and also provides a suggestion in the <strong data-start=\"2959\" data-end=\"2974\">Description<\/strong> field.<\/li>\n<li data-section-id=\"1ti38ca\" data-start=\"2982\" data-end=\"3111\">The <strong data-start=\"2988\" data-end=\"2996\">Save<\/strong> button remains disabled until the required fields are completed, <strong data-start=\"3062\" data-end=\"3072\">Amount<\/strong>, <strong data-start=\"3074\" data-end=\"3083\">Total<\/strong>, <strong data-start=\"3085\" data-end=\"3093\">Date<\/strong>, and <strong data-start=\"3099\" data-end=\"3110\">Treasury<\/strong>.<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":38,"template":"","categories":[2118,2108,2119],"tags":[13553,13552,13554,4452,13562,13559,13560,13555,13561,13308,13556,13544,13547,13549,13550],"class_list":{"0":"post-143692","1":"user_manual","2":"type-user_manual","3":"status-publish","4":"hentry","5":"category-finance","6":"category-accounting","7":"category-expenses","8":"tag-add-an-expense-from-the-app","9":"tag-attach-an-invoice-or-document","10":"tag-automatically-populate-supplier-details","11":"tag-expenses","12":"tag-guide-to-manually-adding-an-expense-from-the-app","13":"tag-how-can-i-automatically-extract-the-invoice-amount","14":"tag-how-can-i-manually-record-an-expense-from-mobile","15":"tag-journal-account","16":"tag-qr-invoice-scanning","17":"tag-quick-expense-scanner-app","18":"tag-tax","19":"tag-----en","21":"tag------en","22":"tag--------e"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide to Manually Adding an Expense from the App - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-manually-recording-an-expense-from-the-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guide to Manually Adding an Expense from the App - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The Quick Expense Scanner app allows you to manually record a new expense with all its financial details, payment details, and category, with the option to scan an invoice using a QR code to automatically extract the amount instead of entering it manually. 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