Business trip or out to lunch with potential partners —where ever you are, upload your company’s receipts straight from the palm of your hand!
Upload a Receipt to the Mobile App
Step 1: Open your inDinero iOS mobile app! If you haven’t done so yet, check out here for more information.
Step 2: From the bottom panel, choose Add Receipt.
Step 3: Select the plus (+) sign in the upper right hand corner.
Step 4: Fill out the requested information and select Save.
Your receipt is automatically saved in a to-do so you can easily view them in one easy to read list!
Review, Update, and Delete Receipts
Occasionally, you may need to view, update, or remove an uploaded receipt.
To review a receipt, simply scroll and select the desired receipt to populate its information or use the top search bar to locate by vendor or subject. Then tap the receipt to view all information.
Update your receipts with the status In Review. Simply click into any line to easily edit the field and select Update to finalize.
If the status is set to Complete you can still review the information, but you may not make any additional edits.
Delete a receipt with an In Review status by selecting the ellipsis (…) in the upper right-hand corner and select Delete from the dropdown.
View Submitted Receipts in Your To-Do List
Easily view any of your uploaded receipts all in one place! From your mobile app, choose To-Do List from the bottom panel and select the Complete tab.Here, the submitted bills and receipts along with other completed to-dos are listed.