If you have multiple receipts to create expenses for, you can do so using the Bulk Add Expenses feature. This feature allows you to upload multiple receipts at once and automatically creates expenses for each receipt. These are draft expenses that can be edited and saved to add to a report.
You can follow the steps mentioned below in order to create expenses in bulk:
On the spender dashboard, click on the drop-down arrow on the Add Expense button and select Add Expenses under Bulk Mode
You will be redirected to a page where you can upload the receipts in one of two ways:
Click on the click here to upload text and select the receipts from your computer
Drap and drop the receipts from your computer into the gray box
The receipts could take a few minutes to upload. Kindly stay on the page and wait for the expenses to get created.
Once the receipts upload is complete, a message will indicate the same and give you the option to review the expenses. To start review right away, click on Start Review.
This will redirect you to the expenses created for each receipt, you need to fill in all mandatory fields in the expense form and then click Save to save the draft expense.
To move to the next or previous expense click on the arrows present at the top of the expense form.
If you wish to review the expenses later on, you can find them under the Expenses section, under the Incomplete tab.
The expenses in the Incomplete tab are draft expenses, in order to save these expenses you will be required to fill in any mandatory expense fields and Save the expenses in order to add them to a report and submit them for approval.
To know more about how to add expenses to a report, click here.