Smart Expense

About Smart Expense

Create expense reports out of the office by using Smart Expense, based on Generally Accepted Auditing Standards, GAAS and US GAAS.
Snap a photo with the camera, fill out the expense information and submit to finance department, manager or external auditor.
Converts currency, calculates Sales TAX/VAT automatically, creates PDF files and Excel Expense reports. Keeps email accounts separated from personal email and work email, works in all regions.

How to install Smart Expense – one time only

1. Install Smart Expense on the phone
2. Fill out the details out the information in Account Settings
3. Name
4. Surname
5. Company
6. Company address
7. Department
8. Standard currency
9. Standard Sales Tax/VAT
10. Employee number
11. Email, the user wants to be sending emails from, not to mix up personal and professional life
12. Email the user wants to send the expense report to, finance department, accountant or manager
13. Click the √ up in the left corner

How to create an expense with Smart Expense

1. Start with the camera icon at the bottom of the screen
2. Snap a photo of the receipt you want to submit to finance department, make sure you capture the text in focus
Fill out the Expense Info:
1. Name of the expense – to keep track of the expenses
2. If you want to backtrack the expense fill out date and time – otherwise use the default
3. Set location – or just use default
4. Set the amount for your expense
5. Set the currency – if not your default currency
6. Client – if you have done representation
7. Payment method
8. Sales Tax/VAT in % - or use the default
9. Sales Tax/VAT in % - or use the default
10. Sales Tax/VAT in amount - or use the default
11. Click the √ up in the left corner

How to send an expense report with Smart Expense

1. Click the menu icon in the right hand corner on the main screen
2. Choose select
3. Mark the expenses you want to submit
4. If you want to send the PDF’s click the envelope
5. If you want to send the Excel file as an expense report with the PDF’s attached click the spreadsheet icon
6. Choose your preferred email client
7. Fill out the subject line, example; expense report for the inclined month
8. Write message to the receiver
9. Click send to submit to pre set receiver and a copy to yourself
Relax and carry on with what you do best