Valid Receipts

This section describes the functions performed in the valid receipts tab. A receipt will be considered valid if the photo is clear and legible enough to extract data from it. It will also be taken into account that it has information in the fields of Date, amount, type of currency, and Vendor name.

On the contrary to expenses, it is not possible to send receipts via the AxosMoney web application. The “Create receipt” feature is only available in AxosMoney iOS and Android.

Before adding a receipt to a report, it needs to be validated and classified. The validation process begins and runs automatically after the receipt’s photograph is uploaded to the AxosMoney mobile application. Then, you can classify it as explained below.

Classify a Receipt

To classify a receipt in AxosMoney Web, follow the next steps:

1. Enter the option “Expenses” from the main menu.

2. Click the receipt you wish to classify.

3. The system will show a window with 3 options. Below describes each of them:

Classify Expense: Assign an Expense type to your receipt
Expense Details: This page shows the result of the receipt’s validation and the expense information.
Cancel: Close the window and return to the list of receipts.

Select the option “Classify Expenses.”

4. AxosMoney shows a catalog of types of expenses. Choose a type of expense by clicking on it, or use the section “Search” to find a specific type of expense.

Note: The list of expenses shown is for illustrative purposes only. The types available depend on your company’s expense configuration in SAP Concur.

5. AxosMoney will update the type of receipt.

Add Receipt to a New Report

This section covers adding a valid receipt while creating a report at the same time. As explained in the Expenses section, only valid and classified receipts can be added to reports.

1. Enter the option “Expenses” from the main menu.

2. Select the receipts that will be added to the report.

3. Click on ADD REPORT.

4. Axosnet will show a list of options, select the button CREATE REPORT.

5. Type a name to identify the report.

– Use SAVE to confirm the creation of a report.

– Use CANCEL to abort the operation.

6. AxosMoney sends the report with the receipts to SAP Concur.

7. Once completed the sending, the platform will show a summary. At the blue stripe on top of the window, the name of the report you just sent will appear, and the total amount of the receipts.

8. AxosMoney updates the list of receipts.

Add Receipt to an Existing Report

Add receipts to an existing report by following these steps from AxosMoney Web.

1. Enter the option “Expenses” from the main menu.

2. Select the receipts that will be added to the report.

3. Click on ADD REPORT

4. AxosMoney will display a list of reports related to your SAP Concur account. Choose a report.

5. When clicking a report, AxosMoney will send that report, including the receipt(s), to SAP Concur.

6. Once completed the sending, the platform will show a summary. In the blue stripe on top of the window, the name of the report you just sent will appear as the total amount of receipts it contains. Click CLOSE to close the window.

7. The list of valid receipts will be updated by removing the receipts sent to SAP Concur within the report.

Review a Valid Receipt

This section covers how you can view the details of valid receipts.

1. Enter the option “Expenses” from the main menu. Then, click on the receipt you wish to review.

2. A window with options displays. Select the option “Expense Details” to see the details of the receipt.

3. A window will be displayed where the validations with which the receipt complied, such as required fields, customer rules, supplier name, expense type, and the total amount of the receipt will be displayed. (OJO) In the Details window of an expense, the correct validations will have a green checkmark, while the incorrect validations will have a red cross.

Click X or CLOSE to close the window.