Smarter Week

How to automate it

How to automate “do expense reports and receipts”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, once a month
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Snap receipts into an expense app as you go

Expensify, Ramp, Brex, Navan, SAP Concur and most corporate cards read the receipt photo and fill in the report for you.

Typically saves about 70% of the time15 min to set up
  1. 1Ask finance which expense app or card app the company uses.
  2. 2Install it and turn on receipt capture.
  3. 3Photograph each receipt when you get it, or forward email receipts to the app's address.
  4. 4Submit the auto-built report at month end.

Tools: Expensify · Ramp · Brex · Navan · SAP Concur

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Account ExecutiveExecutive assistantAdministrative assistantConsultantField service technicianReal estate agent

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Other common tasks for Account Executives