Create a Quick expense

Quickly generate an expense in IRIS KashFlow. Upload a picture of a receipt to automatically extract the details and create the document.

This functionality is only available once you have switched to our new design.
Please read 'Take a look at our new design' for further details.

  1. Go to Purchases > Quick expense.

  2. Drag-and-drop the receipt image or select browse and select the document from your files.

    screen short of a quick expense in IRIS Kashflow

    3. You can upload JPEG, JPG, PNG, PDF or TIFF files. Maximum 50mb file size.

  3. IRIS KashFlow will extract the data from the uploaded document and fill in the details Amount, Supplier, Currency and Issue Date.

  4. If the supplier listed on the receipt does not already exist in your system, IRIS KashFlow will prompt you to create a new supplier. The new supplier's name will come pre-filled, select Create to add them to your system.

  5. You can review the data filled in and make modifications as needed.

  6. Once you've confirmed that all details are correct, select Save. The newly created expense is displayed in the Purchase invoice list. Alternatively, select Save and create new to reset the form for capturing another expense.

A Dropbox connection is required to save your uploaded images.