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Account directly in the Expense app

With Account directly, you register and account for a company card purchase right when you photograph the receipt, without waiting for the card transaction to arrive.

⚡ How it works

You photograph the receipt and account for the purchase directly in the app. The purchase goes into the Pre-booked accountings expense report. When the card transaction arrives from the bank, you get a suggested match with your purchase.

👉 Applies to: company card purchases, when your administrator has activated Account directly.

⚠️ If the card transaction is already in Expense, you handle the purchase as usual.

⚠️ If Expense Co-Pilot is activated, it can interfere with Account directly.

📷 Step 1 – Register the receipt

  1. Open the Expense app and tap the plus sign (+).
  2. Take a photo of the receipt.
  3. Check the details the app has read and write a comment.
  4. Tap Account directly.

📊 Step 2 – Account for the purchase

When you have tapped Account directly, you come to the accounting.

  1. Choose Purchase or Representation.
  2. Enter the accounting. For representation, you choose a template and fill in the number of participants and any tip.
  3. Tap Split at the top right to continue. If the cost should be divided, for example across several cost centers, you split the amount. Otherwise you leave it at 100%.
  4. Tap Save.

✅ The purchase is accounted for.

👉 Read more in Register representation and Split a purchase by percentage.

🔄 Step 3 – Accept the match when the transaction arrives

The purchase stays in the Pre-booked accountings expense report until the card transaction arrives. That expense report only shows in the app.

  1. When the card transaction arrives, you get a suggested match with your purchase.
  2. Accept the suggestion, and the receipt and the accounting move to the transaction.

✅ The purchase moves to the right expense report.

❓ Frequently asked questions (FAQ)

Does Account directly work for expenses?
No, the feature only applies to company card purchases.

Where does the purchase end up after I have accounted for it?
In the Pre-booked accountings expense report in the app, until the card transaction arrives.

Do I need to do anything when the transaction arrives?
Yes, the match comes as a suggestion that you accept.

Is Account directly available in the web?
No, the feature is only in the app.

Account directly doesn't work. Why?
If Expense Co-Pilot is activated, it can interfere with the feature. It may also be that Account directly isn't activated in your company. Contact your administrator.

✅ Summary

  • 📷 Photograph the receipt, write a comment and tap Account directly
  • 📊 Account for the purchase as a purchase or representation
  • 🔄 Accept the suggested match when the card transaction arrives

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