Thursday, August 15, 2013

How to generate good lookin' expense reports with Hello Receipts!

With Hello Receipts, it's really easy to generate professional expense reports that you can submit to your employer for reimbursement, book keeper for tax purposes or clients along with your invoice. If you haven't already seen what this report looks like, download a sample PDF report here. It contains a summary of your expenses with the scanned receipt images.

You can use any of the following methods to generate a report in a few seconds:

1. Web: Login to your account at  Filter the receipts by date, vendor, and tag. Then simply click 'Generate Report'.

On the next screen, you will see options to download a PDF report, Email Report (to yourself or someone else), and Export the Data in a CSV format (that you could use in FreshBbooks or other systems that support such a format).

You can also email expense reports to relevant people directly from Hello Receipts by using the Email Report option. 

2. iPhone: Open up the Hello Receipts App. In the receipts view, you will see a button named 'Filter'. Using it, you can choose the start date, end date, and tags with which you want a report generated.

Then, you can simply click the 'Download PDF Report' at the bottom of the list to view the report almost instantly on your phone. 

3. Android:  Open up the Hello Receipt App. In the receipts view, swipe from the left edge of the screen. The filter menu will slide out. Then, simply choose the date range and the tags you want to include in your report.  Now, simply touch 'Email Report' and you will be emailed a PDF report with all the data and receipt images.

4. Email:  If you added  receipts to your account in any given week, we send you a report by email at the end of that week. If that works for you, save it or forward it to whoever needs that information.

It's that simple, really!


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