Gorilla Expense

Receipt Tags Feature allows users to tag additional relevant information on the receipts stored in the Receipt Box. 

What are the advantages of tagging a receipt?

• All receipt related information like Expense Type, Cost Center, Project or Comments, etc. is stored with the receipt at one convenient location (within the Receipt Box) giving users additional flexibility to complete their expense report later without forgetting some of this information associated with the corresponding receipt when they complete their expense report at a later point in time.
• When an expense is created from this receipt, all the information tagged on the receipt automatically merges on to the corresponding fields on the expense line being created. Thus, helping users stay more organized and saving time.
• For users who must complete corporate credit card related expenses, it can become a tedious job to complete all expenses at the month-end. With Receipt Tags feature, if all accounting required information is already tagged on the receipt stored in the Receipt Box, then, when the Corporate Card expenses are imported at a later point in time, Gorilla Expense will automatically not only merge the receipt with the corporate card expense line but also, merge all the tagged information on the receipt with the corresponding fields on the credit card expense line being imported. 

How to Add / Edit tags?

1. The ‘Receipt Box’ link can be found under the ‘Expense Reports’ option.

2. It will show all the receipts added to the receipt box which are yet to be attached to any expense line.

3. You will see the ‘Add Tags’ or ‘Edit/View Tags’ link under the receipts.

4. To add new tags to the receipt, click on the ‘Add Tags’ link. Once you click on the ‘Add Tags’, you will see the fields enabled for you, excluding the amount, date, and merchant fields (as these are scanned by the Receipt Scan, so you don’t need to enter them)

5. Add the required tags and click on the ‘Save’ button.

6. Once you save the tags you will get the Saved Successfully alert.

7. As the tags are added successfully you will see the ‘Edit/View Tags’ link under that same receipt.

8. To edit/view the tags click on the ‘Edit/View Tags’ link. If you want to edit the tags then click on the ‘Save’ button after completing the changes OR if you want to just view the tags then after viewing the tags click on the close icon ‘X’. 

How to manually attach receipt (along with its tags) to an expense?

If you have Receipt Scan enabled, we will automatically attach the receipts to the incoming Credit Card expenses. However, the users can do it manually as well, just in case when the Receipt Scan does not work.

• Attach To New Expense
• Attach to Existing Expense

Attach To New Expense

1. On the Receipt Box page all receipts will be available under the pending receipts tab. Select the required receipt.

2. Click on the ‘Options’ button and select the ‘Attach To New Expense’ option.

3. All the information tagged on the receipt automatically merges to the corresponding fields on the expense line being created, verify the information, and click on the ‘Save’ button.

4. Once you click on the Save, you will get a message as Expense created successfully! Would you like to view the expense that was created?

5. Click on ‘YES’ to verify the created expense on the Expense Screen.

Attach To Existing Expense

1. On the Receipt Box page all receipts will be available under the pending receipts tab. Select the required receipt.

2. Click on the ‘Options’ button and select the ‘Attach To Existing Expense’ option.

3. Select the expense line and click on the ‘Attach Receipt’ button.

4. All the information tagged on the receipt automatically merges to the corresponding fields on the edited expense line, verify the information, and click on the ‘Save’ button.

5. Once you click on the Save you will get a message as - Expense created successfully! Would you like to view the expense that was created?

6. Click on ‘YES’ to verify the created expense on the Expense Screen.