The Expenses tool allows you to associate an expense (or expenses) with:
- Forms
- Events
- Interviews
- Trips
- Stops
Each expense has multiple properties associated with it, such as type, status, total, and user. You can either upload or photograph a receipt for an expense, which Slate can scan, interpret, (using optical character recognition; OCR), and use to set the aforementioned expense properties.
Currently, it's not possible to adjust the currency from USD (e.g., entering an expense in EUR).
Value | Category |
---|---|
Lodging | Costs |
Meal | Costs |
Registration Fees | Costs |
Car Rental | Transportation |
Mileage | Transportation |
Plane Ticket | Transportation |
Train Ticket | Transportation |
Value |
---|
Awaiting Reimbursement |
Non-Reimbursable |
Paid - Corporate Card |
Paid - Personal Card |
Reimbursed |
- Navigate to the object associated with an expense, such as a trip
- Navigate to the "New Expense" page appropriately:
- For Trips: Click "New Expense". You can also specify an expense for any stops, events, or interviews associated with that trip here, too
- For Forms, Events, or Interviews: Click "Edit", then click the "Expenses" tab, and finally click "New Expense"
- Optionally, scan or upload an image of a receipt (this process is covered in-depth below)
- Enter information from the receipt, and then click "Save"
To assist with adding expenses, you can click "Scan Receipt" to scan/upload a receipt on either a mobile or desktop device. Slate will utilize OCR to:
- Retrieve values from the receipt, such as: name, date, total, subtotal, tax, and metadata about the business (e.g., address, phone number). Gratuity is not currently captured
- Assign a confidence level for how valid the total and subtotal values are; consequently, confident values are retained while non-confident values are rejected
The following steps outline how to use this functionality:
- Click Scan Receipt
- Scan/upload the receipt
- Wait for Slate to complete the OCR process
- Verify the entered values
- Enter any missing values
The "Print Expenses" tool will output a PDF enumerating all expenses associated with a specific trip. This PDF will include:
- When the PDF was prepared/created
- Information about each expense, such as the user, date, and total
- Highlighted totals
- An image of the receipt, if applicable
The following steps outline how to use this functionality:
- Navigate to the trip
- Click Print Expenses
- Print or save the PDF
It is not currently possible to modify how Slate outputs this PDF.
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