To view or edit the name of an image or change its privacy settings, tap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select ‘Files’. How to view or edit the name of an image file after capturing it Select ‘Capture another’ to capture another receipt or bill or tap ‘I’m done for now’ to return to the home screen. Please note that it can take up to 24 hours for FreeAgent to automatically assign a receipt to a bank transaction if the receipt is uploaded before the bank transaction has been imported into FreeAgent. Once the bank transaction is approved, or the file is converted into an out-of-pocket expense, the attachment will be removed from the ‘Files’ area and exist only on the bank transaction or out-of-pocket expense. If there is a ‘Money Out’ bank transaction marked ‘For Approval’ with a matching date and value, the attachment will also automatically be assigned to that bank transaction. The image will then be saved to the ‘Files’ area in FreeAgent and the date and value will be automatically extracted. Once you’ve added a ‘File name’, select ‘Save to Files’. This means that only you, or you and your accountant, will be able to see or edit that image in your ‘Files’ area. If you are a level 7 or 8 user, you will see the option to mark a file as private by selecting the toggle to the right-hand side of ‘Make private’. Once you’re happy with the file name, select ‘Save to Files’. If you don’t choose to name the file, it will automatically populate the name of the file on your device, which will likely be hard to identify at a later date. Next, you will then be prompted to add a file name you should choose something that will make the file easy to identify. Take photos of longer or two-sided receipts or bills in sections by selecting the ‘Long receipt’ option in the bottom-right of the camera screen.Align the edges of the document with the screen and angle your phone to take the photo straight on.Take the photo with the document against a dark background.To avoid glare, turn the flash on your device off.Check the image is in focus on your device before taking the photo.Flatten and smooth out the document to remove creases.To avoid fading, take the photo as soon as the document is available.To successfully capture an image file, consider the following when taking a photo of a receipt or bill: Next, take a photo of the receipt or bill that you want to capture. If you haven’t used FreeAgent to access the camera before, you will be prompted to give FreeAgent permission to access your camera and photos. The camera on your device will open automatically within the FreeAgent mobile app. Tap the ‘+’ at the top-right of the screen and select 'Camera' from the 'Upload from.' drop-down menu. Tap the three-lined 'hamburger' icon at the top-left of the FreeAgent mobile app and select ‘Files’. If you’ve accessed the app recently, you may be logged in automatically.
#Pictures of receipts android
Open the FreeAgent mobile app on your iOS or Android device and log in using your FreeAgent login details if prompted. How to capture and save image files to FreeAgent Please note that any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent. You can also convert a file captured using ‘Capture for later’ into an out-of-pocket expense. Find out more about how FreeAgent automatically assigns receipts to bank transactions. These files will then automatically be assigned to ‘Money Out’ bank transactions that are marked ‘For Approval’ and have a matching date and value. 'Capture for later' is available in the FreeAgent mobile app on iOS devices that run on the iOS 15 operating system or newer and Android devices running the Android 7.0 (Nougat) operating system or newer.įreeAgent’s ‘Auto Extract’ functionality automatically extracts the date and amount from files that are added using ‘Capture for later’.
#Pictures of receipts how to
It also explains how to attach those image files to a bank transaction, out-of-pocket expense or bill in your FreeAgent account. This article explains how to use the ‘Capture for later’ functionality on the FreeAgent mobile app to capture and store images of receipts or bills in the ‘ Files’ area of your FreeAgent account.
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