MOBILE APP
In the main menu click on ... More and select Expenses
Hint: On tablets you can hit the Expense icon directly on the Dashboard
Click on the + icon to create a new expense
Hint: The square icon in the Expense section triggers the device's camera instantly. You can take an image immediately and save it to your expenses faster.
Enter a Description, Amount and Category
Enter a Vendor - typing a name will show entries in your Client list. A new vendor is saved into your Client list and counts as a client. Billdu does not have a dedicated Vendor section.
You can change the tax, date and optionally mark the expense as paid. You can choose another currency by clicking on Change currency ▼ under Amount
Choose Take photo to take a picture, Add photo to select an image from your device's gallery or Dropbox to add a file from your Dropbox account
When selecting or taking an image Billdu will automatically look for the bill's corners trying to crop the frame by removing any unwanted background. You can move the corners also by yourself to adjust the crop
Click Save and a grey-scale preview appears
The grey-scale preview enhances the visibility of the text. You can also rotate the image and revert it back to a full-color image
Click on Next to get to the initial expense screen
WEBSITE
Navigate to Expenses and click on New expense
Add a Name, Price (with or without tax), select a Category and Date
You can also add or create a Vendor, change Currency, set a Due date or add Reference No.
Mark as paid if the expense has been already paid
Add images, PDF files or other files to save with the expense. PDF files and images will be shown in a preview
Click Save
Hints:
Vendors counts as clients, they are saved to your Clients section and you can also select a client as a vendor
Categories can be added and deleted on the Website in the section Expenses - Categories
Read more about Recurring expense here
On the website you can switch the grid view from a simple list to a preview by clicking on the middle icon
Hint: Take a look here to learn more about how to speed up the process of expense saving and here how to upload expenses directly from emails.