Sage Cloud Demat Invoicing

Scanning and adding expenses in the app

Received a receipt or purchase invoice? With Pocket Companion you add an expense right away: by scanning it or entering it manually.

Scanning a receipt

  1. Go to Expenses in the menu.
  2. Tap the + button and choose Scan receipt.
  3. Take a photo of the receipt (or pick one from your gallery). You can scan multiple pages in a row.
  4. The app sends the scan and automatically extracts the details (supplier, amount, VAT, date).
  5. Check the details and save.

Entering an expense manually

Prefer to fill it in yourself?

  1. Go to Expenses and tap +Enter manually.
  2. Fill in the details: supplier, net and VAT amount, invoice number, date and a description.
  3. Optionally add an attachment and save.

💡 An added expense also appears in the web version, ready for further processing.