How to store a receipt in Abacus
If you are submitting an expense for reimbursement, the easiest thing to do is create your expense as soon as you're given your receipt. A couple taps and you're done! There are also handy ways to store your receipts for later.
Please note, if you're managing a linked credit card in Abacus and need to expense the imported transactions, you'll need to store your receipts so that they are easily accessible when the transactions import. Card transactions generally take 1-2 days to appear in Abacus (depending on the merchant), so we made an easy way for you to store your receipts.
Forwarding emailed receipts to Abacus
For emailed receipts, just forward those emails to email@example.com. We'll save the body of the email and any attachments as PDF images and they'll be saved for you in your Receipts tab in Abacus.
You will also be assigned a dedicated receipt forwarding email. Anybody can use this email address to forward receipts to your personal receipts page in Abacus. This might come in handy if you are purchasing something on behalf of a colleague, and need a receipt to be sent to that person's Receipts page.
To access this email address, click on the "EMAIL RECEIPTS" button on your receipts page. You can regenerate this receipt if need be, by clicking the button in the lower right hand corner.
TIP: include a note in the body of an email to save it with the receipt!
When you forward an email receipt to firstname.lastname@example.org, you can add in a note in the body of the email. This will save with the receipt and save you a step when you're ready to submit your expense.
Here's what it will look like in your Receipts page:
Once you attach the receipt to the expense (or once the receipt matches to a card transaction), the note you added will pre-populate the note field on the expense!
Using the iPhone app to snap a photo of a receipt and save it for later
Check out this quick gif that shows how to save a receipt image in the iPhone app:
When you open up the app, click the receipts icon to pop open the camera:
Once your camera is open, snap a picture with the white circular button in the middle:
Click the icon in the lower right corner to access the gallery on your phone so that you can store a receipt image to your Abacus receipts bin.
Each time you snap a picture, it will save the image to your Abacus receipts bin. To add a note to the receipt image, just tap the image at the top of your screen.
Once you've saved your note, click the receipt image at the top of the app to return to the camera. To exit the camera, just click the "X" at the bottom right of the screen: