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44 changes: 44 additions & 0 deletions
44
docs/articles/expensify-classic/expenses/Add-expenses-in-bulk.md
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| Original file line number | Diff line number | Diff line change |
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| @@ -0,0 +1,44 @@ | ||
| --- | ||
| title: Add expenses in bulk | ||
| description: Add multiple expenses at one time | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
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| You can upload bulk receipt images or add receipt details in bulk. | ||
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| # SmartScan receipt images in bulk | ||
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| {% include selector.html values="desktop, mobile" %} | ||
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| {% include option.html value="desktop" %} | ||
| 1. Click the **Expenses** tab. | ||
| 2. Drag and drop up to 10 images or PDF receipts at once from your computer’s files. You can drop them anywhere on the Expense page where you see a green plus icon next to your mouse cursor. | ||
| {% include end-option.html %} | ||
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| {% include option.html value="mobile" %} | ||
| 1. Open the mobile app and tap the camera icon in the bottom right corner. | ||
| 2. Tap the camera icon in the right corner to select the Rapid Fire mode. | ||
| 3. Take a clear photo of each receipt. | ||
| 4. When all receipts are captured, tap the X in the left corner to close the camera. | ||
| {% include end-option.html %} | ||
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| {% include end-selector.html %} | ||
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| # Manually add receipt details in bulk | ||
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| *Note: This process is currently not available from the mobile app and must be completed from the Expensify website.* | ||
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| 1. Click the **Expenses** tab. | ||
| 2. Click **New Expense** and select **Create Multiple**. | ||
| 3. Enter the expense details for up to 10 expenses and click **Save**. | ||
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| # Upload personal expenses via CSV, XLS, etc. | ||
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| *Note: This process is currently not available from the mobile app and must be completed from the Expensify website.* | ||
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| 1. Hover over Settings, then click **Account**. | ||
| 2. Click the **Credit Card Import** tab. | ||
| 3. Under Personal Cards, click **Import Transactions from File**. | ||
| 4. Click **Upload** and select a .csv, .xls, .ofx, or a .qfx file. | ||
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| </div> |
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docs/articles/expensify-classic/expenses/Export-expenses.md
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| --- | ||
| title: Export expenses | ||
| description: Export expenses to a CSV | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
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| 1. Click the **Expenses** tab. | ||
| 2. Select the expenses you want to export by checking the box to the left of each expense or selecting them all. | ||
| 3. Click **Export To** in the right corner and select either: | ||
| - **Default CSV**: Use Expensify’s default template | ||
| - **Create new CSV export layout**: Create your own custom CSV template | ||
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| </div> |
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docs/articles/expensify-classic/expenses/Split-an-expense.md
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| --- | ||
| title: Split an expense | ||
| description: Divide expenses on a receipt into separate expenses | ||
| --- | ||
| <div id="expensify-classic" markdown="1"> | ||
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| You can break down a receipt into multiple expenses by splitting it. Each split expense is treated as an individual expense which can be categorized and tagged separately. The same receipt image will be attached to all of the split expenses. | ||
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| {% include info.html %} | ||
| Splitting an expense cannot be undone. | ||
| {% include end-info.html %} | ||
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| {% include selector.html values="desktop, mobile" %} | ||
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| {% include option.html value="desktop" %} | ||
| 1. Click the **Expenses** tab. | ||
| 2. Click the expense you want to split. | ||
| 3. Scroll down and click **Split Expense** in the bottom left corner. | ||
| 4. Use the buttons in the bottom left corner to select how to split the expenses. | ||
| - Add additional splits by clicking **Add Split**. | ||
| - Split the expense for multiple days by clicking **Split by Days**. This option is good for expenses like hotel stays. | ||
| - Split the expense evenly by clicking **Split Even**. This option also works if you add more than two splits. | ||
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| {% include info.html %} | ||
| Each split must have a value greater than $0.00 and all splits must add up to the total expense amount. | ||
| {% include end-info.html %} | ||
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| {% include end-option.html %} | ||
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| {% include option.html value="mobile" %} | ||
| 1. Tap the **Expenses** tab. | ||
| 2. Tap the expense you want to split. | ||
| 3. Scroll down to the bottom and tap **More Options**. | ||
| 4. Tap **Split**. | ||
| 5. Tap each split to add the expense details including the total and category, then click **Save**. To add any additional splits, click **Add Split**. | ||
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| {% include info.html %} | ||
| Each split must have a value greater than $0.00 and all splits must add up to the total expense amount. | ||
| {% include end-info.html %} | ||
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| 6. Once all splits have been added and adjusted, click **Save**. | ||
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| {% include end-option.html %} | ||
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| {% include end-selector.html %} | ||
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| </div> |
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