Add and edit bill¶

You add a new bill via the Add bill button on the Bill list page; you start editing from the bill detail (if the record is still in Created or Updated state and you have permission). A form opens with fields depending on the bill type.

Loading data from photo (OCR)¶

If your tenant has OCR enabled, you can choose Load with OCR in the form: select a photo or scan of the receipt. The system will try to read date, amount, VAT, and other data from the image and pre-fill the fields. Effectiveness depends on image quality; data should be checked and completed. After loading, switch to Manual entry and finish filling in.

Bill type¶

Fuel – fuel receipts. Required: vehicle (plate), fuel quantity in litres, at least one attachment (receipt scan).
Project – expense linked to a project. Optionally select project.
Post – postage expenses.
Stamps – stamp duty.
Other – other expenses.

Required and optional fields¶

Name / Description – required; short description (reason for expense).
Date – required; document date.
Person – required; responsible employee (select from users).
Currency – required; select currency.
Amount ex. VAT and VAT – required (sum may be zero for Stamps/Other per rules; check type for negative VAT).
Project – optional; link to project.
Attachments – at least one attachment (scan or photo of receipt) is required. Multiple files can be uploaded.

After filling in and saving, the bill is created or updated and appears in the list. Approved bills cannot be edited.

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