Set up expense report

This feature is only available on iOS.

This feature requires a Genius Scan Ultra or Team subscription

Before exporting a document as an expense report, Genius Scan allows customizing the columns and categories available for the expenses: you can add additional custom columns and categories and rename automatic default categories to match your business’ way of categorizing expenses.

  1. Open Genius Scan, go to Settings, and choose Expense Reporting.

The Expense Reporting button is in the main list of Genius Scan's Settings

  1. Tap Add column or Add category to add a column or a category to your reports. PS: you can tap a column or a category to hide it.

Multiple columns and categories will appear to customize your reports

  1. Name the Column or the Category. You can also rename already existing Columns and Categories to fit your needs.

An "Add Category" box appears at the center of your screen

  1. Customize your tax column so Genius Scan can pick up the correct tax currency and rate.

Choose one of the available tax rates, or customize your own
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