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---
layout: product
title: Scan Receipt
---

# Scan Receipt

SmartScan automatically extracts expense details from receipt images.

## How to Scan

1. Click the **+** button and select **Create expense**
2. Choose **Scan**
3. Upload an image or take a photo of your receipt
4. SmartScan extracts merchant, date, amount, and currency
5. Choose your workspace and add any required details
6. Click **Create expense**

## What SmartScan Detects

- **Amount** and currency
- **Merchant** name and location
- **Date** of purchase
- **Tax** information (when visible)
- **Category** suggestions based on merchant type

## Supported Receipt Types

- **Photos** - Take with your device camera
- **Email receipts** - Forward to receipts@expensify.com
- **PDF receipts** - Upload from your device
- **Screenshots** - From apps or websites

## Tips for Best Results

- Ensure receipt text is clear and readable
- Include the full receipt in the image
- Good lighting improves accuracy
- Straight angles work better than tilted photos

## After Scanning

- Review extracted details for accuracy
- Add description, category, or tags as needed
- SmartScan learns from your corrections

## Related Links

- [Create an Expense](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Create-an-Expense)
- [Free Features in Expensify](https://help.expensify.com/articles/new-expensify/getting-started/Free-Features-in-Expensify)
63 changes: 63 additions & 0 deletions help/ref/settings/workspaces/:policyID/accounting/index.md
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---
layout: product
title: Accounting Integrations
---

# Accounting Integrations

Connect your workspace to accounting software to sync expenses and streamline financial management.

## Supported Integrations

**QuickBooks Online**
- Real-time expense sync
- Category and vendor mapping
- Tax rate synchronization

**QuickBooks Desktop**
- File-based import/export
- Chart of accounts import
- Custom field mapping

**Xero**
- Automatic report sync
- Tracking category import
- Tax rate management

**NetSuite**
- Advanced multi-entity support
- Custom dimension mapping
- Automated bill payments

**Sage Intacct**
- Department/class tracking
- Multi-currency support
- Advanced approval workflows

## Getting Started

1. Go to **Workspaces > [Workspace] > More Features**
2. Enable **Accounting**
3. Click **Accounting** in the left menu
4. Choose your integration and click **Set up**
5. Follow the connection prompts

## What Gets Synced

**From your accounting system:**
- Chart of accounts (as categories)
- Classes, departments, locations (as tags)
- Tax rates and customers
- Vendors and bill payment accounts

**To your accounting system:**
- Approved expense reports
- Company card transactions
- Vendor bills and journal entries
- Payment records and reconciliation data

## Related Links

- [Connect to QuickBooks Online](https://help.expensify.com/articles/new-expensify/connections/quickbooks-online/Connect-to-QuickBooks-Online)
- [Connect to Xero](https://help.expensify.com/articles/new-expensify/connections/xero/Connect-to-Xero)
- [Connect to NetSuite](https://help.expensify.com/articles/new-expensify/connections/netsuite/Connect-To-NetSuite)
65 changes: 65 additions & 0 deletions help/ref/settings/workspaces/:policyID/members/index.md
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---
layout: product
title: Workspace Members
---

# Workspace Members

Manage team access, roles, and permissions for your workspace.

## Member Roles

**Admin**
- Full workspace control and settings access
- Add/remove members and change roles
- Set up integrations and payment methods
- Approve and pay expenses

**Member**
- Submit expenses and create reports
- Participate in workspace chats
- View assigned expenses and reports

**Auditor**
- View all workspace reports (read-only)
- Add comments but cannot modify expenses
- No approval or payment permissions

## Adding Members

1. Go to **Workspaces > [Workspace] > Members**
2. Click **Invite Member**
3. Enter name, email, or phone number
4. Choose a role (defaults to Member)
5. Add optional invitation message
6. Click **Invite**

**Alternative:** Share workspace URL or QR code from **Settings > Profile > Share**

## Managing Members

**Change Role:**
1. Click member's name
2. Click **Role** and select new role
3. Confirm changes

**Remove Member:**
1. Click member's name
2. Click **Remove from Workspace**
3. Confirm removal

**Bulk Actions:**
- Select multiple members with checkboxes
- Use dropdown to remove or modify multiple members

## Transfer Ownership

1. Go to **Members** and click current **Owner**
2. Click **Transfer Owner**
3. Confirm transfer
4. You become the new owner

## Related Links

- [Managing Workspace Members](https://help.expensify.com/articles/new-expensify/workspaces/Managing-Workspace-Members)
- [Add Approvals](https://help.expensify.com/articles/new-expensify/workspaces/Add-Approvals)
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