When you have new scanned receipts that need to be uploaded, click Upload Docs.
If you notice that all the documents haven't been uploaded yet, click Refresh Documents.
Types of Documents
Once the uploaded document is approved as a Bill, it will be listed on Bills.
Once a document is approved as a Receipt, it will be listed under Record Expenses of the bank from where the purchase is made.
Once a document is approved as a Reimbursable Expense, it will be listed under Reimbursements.
Mark as Paid
If you have approved the uploaded document as a Bill or a Reimbursable Expense that has been paid already, click Mark as Paid and select the Bank through which the payment is made.
By default, the Currency will be the base currency as initially selected when setting up the account. But if you have enabled multiple currencies in your account and the receipt uploaded is other than the base currency, you can change the currency. You will be able to add the conversion rate too.
Add multiple line items by clicking New Item.
Icons on the picture uploaded document
Report an Error
If there's a problem with the document uploaded, click Report an Error and fill out the details.
You can save the document or the changes as a Draft before approving it.
Once the document has been updated, click Approve.