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. When logged onto the mobile application, you’ll see the ‘Receipt Box’ option on the standard menu of a mobile app. When you tap on the ‘Receipt Box’ menu, you’ll be taken to the section which will display all of your existing receipts.

3. Open the existing receipt (from pending tab) and you will see the Add Tags link. To add new tags to the receipt, tap on the ‘Add Tags’ link. Once you tap 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).

4. Add the required tags and tap on the ‘Save’. Once you save the tags you will get the Saved Successfully alert.

5. As the tags are added successfully you will see the ‘Edit/View Tags’ link under that same receipt. To edit/view the tags tap on the ‘Edit/View Tags’ link. If you want to edit the tags then tap on the ‘Save’ after completing the changes OR if you want to just view the tags then tap on the 'Cancel' after viewing the tags’.  

How to manually attach the 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. Open the required receipt from the Receipt Box and tap on the ‘Options’ then select the ‘Attach To New Expense’ option.

All the information tagged on the receipt automatically merges to the corresponding fields on the expense line being created, verify the information, then ta on the ‘Save’.

2. Once you tap on the Save, first you will get an Expense alert as Expense Uploaded, then you will get a message as Expense created successfully! Would you like to view the expense that was created? 

3. Tap on ‘YES’ to verify the created expense on the Expense Screen. 

Attach To Existing Expense

1. Open the required receipt from the Receipt Box and tap on the ‘Options’ then select the ‘Attach To Existing Expense’ option. Then you can see the only expenses without a receipt.

2. Select the expense line, then all the information tagged on the receipt automatically merges to the corresponding fields on the edited expense line, verify the information, and tap on the ‘Save’.

3. Once you tap on the Save, first you will get an Expense alert as Expense Uploaded, then you will get a message as Expense created successfully! Would you like to view the expense that was created?

4. Tap on ‘YES’ to verify the created expense on the Expense Screen.