Add new receipt in web app
Login to Bezala web UI
Click on the “+ New Expense” button in the upper right corner:
3. choose "Receipt" from the drop down menu:
4. To attach an image, you can either drag and drop it to the box or click inside the box.
5. When the image is uploaded, it is time to fill in the details:
Filling in the details as specifically as possible will make your accountant’s job a whole lot easier. Bezala already fills in the details according to your settings, but you can easily change them if you want to.
6. When you’ve filled in all the information, click “submit”. In the view on the left you can see whether your expense claims are in approval or waiting to be sent to accounting. If you want to continue filling in information later you can save the receipt from "Save as draft".
You can also add another cost or VAT by clicking on the “add expense line” button.
Add a receipt (mobile)
How to create a new expense claim in Bezala using our mobile application
1. Click on the + -button to take a new picture of a receipt. Make sure that the image is clear and the VAT specifications are shown.
2. Write a description of the cost.
3. Choose and select the payment method, purchase type and cost centers
4. Check the information that you have entered and save the receipt. After saving the receipt will be reviewed by your approver.
Tips!
You can add the image from your phone's library or upload as pdf from the + -button or main menu
We recommend to add only one receipt per receipt form.
On the start screen you will see all of your most recent expense claims. Older expense claims can be seen via the "Archive" link in the main menu.
How to split receipt to different cost centers and purchase type
How to split a receipt:
Start splitting by adding a new expense line:
Adding a new expense line allows you to set a different VAT percentage to the line. To continue splitting receipt to multiple expense accounts and cost cost centers you have to press "Split".
After splitting you can select the desired cost center and purchase type to the expense line.
Did you split too much? No worries! You can cancel the split or the whole expense line by pressing "Remove split" or "Remove".
How to forward receipts from your email to Bezala
Forwarding receipts to Bezala is easy: just copy the email address which you can find in your web version profile and send your receipt to that address.
We recommend that you save this email to your address book to make it easier to forward receipts in the future.
Forward your receipt to that personal Bezala forwarding address. After a short moment your forwarded receipt will appear as a draft in Bezala. Now you can fill in the information as usual and send it for approval or accounting!
To make it even easier, you can create email filters that will pre-fill in the information of the receipt for you!
Attachments
You can attach receipt images and other attachments to the receipt expense form in the following file formats:
jpeg, png, gif, heic, heif, pdf
The file size cannot exceed 10MB and the dimensions cannot exceed 1000 x 1000 px.x.
How do I delete receipt
You can delete your own receipts from Bezala if they have not been sent to accounting. With accountant role you can also delete transactions from other users.
Find transaction from Bezala's opening view and open the transaction form
Click on the trash icon button on the right upper corner
Confirm removal from the pop up. Note that after confirming the receipt can not be restored again.
How to delete extra VAT-rows in the mobile app
If you have added extra VAT-rows to your receipt, here's how to remove them:
Open the receipt form
Swipe the extra VAT-form form right to left
Click on the red trash can icon that should be visible after swiping
Save the changes
Other tips
We recommend that you do not add multiple different receipts to the same photo on a single receipt form.
From the home screen, you can see which receipts are pending approval or submission for accounting.
If receipt has been sent to accounting, it cannot be edited
Video - Emailing receipts to Bezala