Manual Expenses make it easy to keep track of all of those business expenses. Quickly snap photos of your receipts on the go. Your receipts will be securely stored, so you won’t have to worry about losing them or having to piece together expenses at the end of the month or during tax season.
To begin, select your device:
Step 1: From the Everlance app, tap on '+' at the bottom of the screen.
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Step 2: Tap 'Add Expense'.
Step 3: Enter information such as Purpose, Merchant, Categories, Notes and Tags. Once all the info for the expense has been entered, tap 'Save' at the bottom of the screen.
For employees you'll be able to select from company specific tags and categories.
For self-employed you can create custom tags and categories.
Step 1: From the Web Dashboard, click on 'Transactions'
Step 2: Click on 'New' in the top right corner of your screen.
Step 3: Click 'Expense' from the drop-down menu.
Step 4: Enter information such as Purpose, Merchant, Categories, Notes and Tags. Yuo can even add a copy of your receipt by clicking the 'Add receipt' icon.
For employees you'll be able to select from company specific tags and categories.
For self-employed you can create custom tags and categories.
Step 5: Once all the info for the expense has been entered, click 'Save' at the top right corner of the screen and you're done!
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