Accounts Payable

How do I scan and upload an expense receipt with the Docyt Mobile App on iOS?

Docyt's mobile app makes it easy for employees to scan and upload expense receipts for Expense Report Reimbursements from employers.

  1. Download the 'Docyt Mobile App' if not done yet.
    Scanner Code
  2. Tap the "+" button at the bottom of the screen to take a photo of the receipt. 

    Tap the plus icon
  3. Tap "Expense Receipt" from the list that displays 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. 

    Select Expense Receipt
  4. 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.

    Align the receipt
  5. 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 image area you want to keep. Once you have adjusted the image, tap "Accept Scan" to proceed.

    Accept Scan-1
  6. Repeat steps ‘4’ and ‘5’ if there are more receipts to scan; otherwise, click "DONE" after scanning all the receipts. 

    Click Done-1
  7. If you have more than one business in Docyt, tap the name of the business you are adding the receipt for.

    Select business
  8. 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”. 

  9. “Document is being uploaded” progress bar will be displayed. Wait until the progress bar completely turns blue.

    Doc is being uploaded
  10. A success message will appear when receipts are sent to the 'My Expenses' section of the 'Expense Report' module of the particular business selected.

    Success Message-1