Add documents from your phone
Scan a QR code, photograph bills and receipts, and watch them arrive in the purchase inbox on your computer.
- Who can do this
- Owners, or people with Create bills or Create expenses
- Where
- Expenses & bills, then Purchase inbox
- You'll need
- A phone with a camera and an internet connection
Use your phone's camera to add paper bills and receipts. There is no app to install and you do not sign in on the phone.
Show the code and scan it
- On your computer, open Expenses & bills, then Purchase inbox.
- Select Show QR code.
- Point your phone's camera at the code and open the link it offers. You can type the short address under the code instead.
The window on your computer shows Phone connected when the phone has opened the page.
Photograph the documents
- On the phone, select Take photo and photograph one bill or receipt.
- Repeat for each document. Use Choose from photos or files to send pictures or PDFs already on the phone.
Each photo appears in the window on your computer within a few seconds and is read straight away. The phone shows Sent beside each one.
Lay the document flat and fill the frame. Send one bill or receipt per photo. Large photos are made smaller on the phone before they are sent.
Finish
Select Done on your computer. The inbox reloads with the new documents on their tabs. Photos still being read carry on after you close the window.
Review and save happen on your computer. The phone page only sends photos.
Good to know
- The code works for 15 minutes. It stops working sooner if you close the window or select Make a new code.
- A code can only add documents to the inbox, under the name of the person who made it. It cannot open your books.
- One code takes up to 40 documents. Make a new code to send more.
- If the phone shows This link has expired, select Show QR code again on your computer and scan the new code.
- The code adds documents to the purchase inbox only. To start a new vendor from a W-9 or a business card, open the New vendor page on your phone and select Take a photo. See add or edit a vendor.