Upload Receipts in the App
Overview
The app allows you to quickly upload receipts for project expenses. You can take a photo of the receipt with your camera or upload files from your mobile device. Once receipts are uploaded to the app, the associated costs are automatically added to the project’s expenses in Buildwise, by cost group, as materials costs.
Warning: After you save your expense submission, you cannot make changes in the mobile app. Users with Member permissions must contact their Buildwise administrator to make adjustments via the desktop.
To upload receipts, open the Buildwise app and tap Upload Receipt.
- You can upload receipts while the timer is running. Simply tap the Home icon and tap Upload Receipt.
The Upload Receipt popup opens.
- Tap Take Photo to use your camera to take a photo of the receipt.
- Tap Upload File to browse your photos and select an existing image of the receipt.
The image file is uploaded to the app.
The Date defaults to the current day. If needed, select a past date for the expense.
Tap Confirm.
The COG defaults to Materials. Tap to select Materials or Trade Partners.
Tap to select the Cost Group for the expense.
Tap Enter Sum to enter the gross total or subtotal of the expense.
Depending on your organization’s business process, you can either:
- Enter the gross total on the receipt and select the Apply tax rate checkbox, or
- Enter the subtotal amount and leave the checkbox unselected
Tap the Apply tax rate checkbox to deduct the tax from the submitted expense.
- The tax rate is based on the rate entered in Company Settings > Finance > Tax, %. Refer to the article Set Up Markup Costs.
Tap Save.
Warning: After you save your expense submission, you cannot make changes in the mobile app. Users with Member permissions must contact their Buildwise administrator to make adjustments via the desktop.
A message displays to confirm the Receipt has successfully uploaded.
