Docyt's mobile app makes it easy for employees to scan and upload expense receipts for Expense Report Reimbursements from employers. This feature is available on both iOS and Android devices.
Download the 'Docyt Mobile App' if not done yet.
- Open the 'Docyt Mobile App' on your mobile device and log in.
- Tap on the "+" button at the bottom of the screen in iOS or the Camera icon in Android, as per your mobile, to take a photo of the receipt.
(iOS View) (Android View)
- Tap on "Expense Receipt" (iOS)/ "Expense Report" (Android) from the list that pops up for sending photos of receipts that will be taken in the next steps to the 'My Expenses' section in the 'Expense Report' module of Docyt.
(iOS View) (Android View) -
Align the receipt within the camera frame, making sure it is fully visible and legible, and take a picture by tapping on the white circle at the bottom of the screen.
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After you take the photo, you can adjust the image by dragging the dots on each corner of the square to adjust its size and position it over the area of the image that you want to keep. Once you have adjusted the image, tap on "Accept Scan" to proceed.
- Repeat steps ‘4’ and ‘5’ if there are more receipts to scan; otherwise, click "DONE" after scanning all the receipts.
Users can also upload the images anytime from the gallery by clicking the gallery icon available on this screen. - If you have more than one business in Docyt, tap the name of the business you are adding the receipt for.
(iOS View) (Android View) - A text box to add “Memo” related to receipt will be displayed. Update the memo field if you want to add a note or description of the receipt. Tap “Skip” if you do not want to add any text. If you added text, then tap “Save”.
- “Document is being uploaded” progress bar will be displayed. Wait until the progress bar completely turns blue.
- “Document is being uploaded” progress bar will be displayed. Wait until the progress bar completely turns blue.
- A success message will appear when receipts are sent to the 'My Expenses' section of the 'Expense Report' module of the particular business selected.