You're on the train home after a customer meeting, holding the receipt from lunch. In our new app, you can register the expense in two ways: tap "Scan receipt", or send the receipt image to Flexie and ask her to create the expense for you. Now you get the same form, whichever way you choose. And when you open the expense again, you can edit it right away, with no extra steps.
Flexie and "Scan receipt" lead to the same form
When you upload a receipt image and ask Flexie to create an expense, Flexie takes you to the same form you get when you tap "Scan receipt". There, you check and complete the details as usual.
So you never have to wonder whether it makes a difference where you started. Same fields, same rules and same result – every time.
Edit the expense as soon as you open it
Previously, you had to open the menu and choose to edit when you wanted to change an expense. Now the expense opens directly in the same form you used to create it, and you can change the details straight away.
Whether you can edit the expense depends on its status:
- If the expense has the status To report or Rejected, you can edit it directly in the form.
- If the expense has the status In progress, or is in History, the form is shown as read-only. You can see all the details, but you can't change them.
This makes it quick to correct a detail or complete an expense that has been rejected, and it's always clear when you can make changes.
The same rules throughout the flow
The expense code determines which fields you see, which are mandatory and which are locked. This applies, for example, to Comment, VAT, maximum amount and currency, as well as the extra fields shown for certain types of expense codes, such as Entertainment.
Because the form is now shared, the rules are applied in exactly the same way everywhere: when you scan the receipt, when Flexie helps you and when you open the expense again. It also means that new fields and rules work the same way throughout the flow from day one.
Easier to get it right from the start
With one shared form, you get a consistent experience, whether you scan the receipt yourself or get help from Flexie. And when you can edit an expense directly, it's quicker to fix whatever needs fixing.
