To convert a receipt into an expense, perform the below mentioned steps:
- Click on the Receipts tab on the left sidebar.
- Click on the uploaded receipt, and you will see an Edit Expense window.
- Enter the necessary details like category, merchant name, etc.
- If you would like to add it to an expense report, you can do it by adding the expense to an already existing expense report or create a new report by clicking the +New Report under the Add to Report drop-down.
Note: A receipt can be converted into an expense even by clicking on the Add Details option, which is displayed right below the receipt.