To upload expense documents, you can take a photo with your mobile phone camera and use the Payhawk optical character recognition (OCR) functionality, upload them as images from your phone gallery or as PDF files from your phone File folder, or directly share them with Payhawk.
You can use the camera options to enhance the quality of the documents and also add two or more documents related to an expense.
Taking photos of expense documents or adding them as images and files from your phone
To upload the necessary document on mobile, you can use any of the following approaches depending on your specific case:
Take a photo of the receipt or invoice with the camera of your phone at the time you create the expense and add its details.
The Payhawk optical character recognition (OCR) capability will automatically detect the document, take the photo for you, adjust its edges, and extract the supplier data.
Alternatively, you can take a photo manually.
Add an image from the photo gallery on your phone.
Add a file from the file folder on your phone.
Uploading multiple expense documents
In Payhawk, you can add two or more documents to an expense when creating the expense or after that:
To add two or more documents to your bill or reimbursable expenses when creating them, or upload two or more documents to your already created card expense, click on the + (plus) button, as shown below. For more information, see the article on creating and submitting expenses from the Payhawk mobile app.
You can also add more documents to submitted, unsubmitted, or returned expenses by editing them and clicking on the + (plus) button.
If you have matched the wrong document to an expense, log in to the Payhawk web portal and use the Move to another expense option.
Payhawk's data extraction will suggest the expense data from the first document you upload.
Rotating expense documents
When you've taken a photo of your expense document, you can rotate it by clicking the Edit icon.
Improving the readability of expense documents
If the data on the expense document is difficult to read, you can improve its readability by using the display modes of the Stars icon.
Deleting expense documents and uploading correct invoices
If the image itself is of bad quality, you can delete the photo you've taken by clicking the three-dot menu of the expense and selecting the Discard document option. Next, confirm your choice by clicking on Discard document. After that, you can add a new image or file, or take another photo of the document.
Sharing expense documents as files with the Payhawk mobile app
You can also opt for the direct file-sharing option and upload an existing file or image with Payhawk through the native functionality of your mobile phone.
On your phone, open the image or the PDF file.
Click on the Share button.
From the list of options, select the Payhawk mobile app.
Follow the instructions.
