Site spend, logged at the counter.
Hardware runs, fuel stops, the box of screws nobody raised a PO for. Your crew photographs the receipt in their phone browser and saves it there and then, marked Pending.
On the phone
Store receipt to saved receipt in three steps.
- 01
Photograph the receipt.
Open MaterialPro in your phone's browser, tap the upload box and take the photo, or pick a photo or PDF you already have.
- 02
Fill it in while it's in hand.
Receipt number, payment date, vendor and amount, straight off the receipt.
- 03
Save it as Pending.
Tap Save and it's filed as Pending with the photo attached, at the top of the receipts list. Filter by status to pull up only the pending ones.
In the office
October, all in one list.
Every counter purchase is in the receipts list with its vendor, amount and status, ready to check at month-end. If an itemized receipt belonged on a PO, Create PO raises it after the fact: pick the vendor and project, and the PO is created under your next number with the receipt's lines, linked to the receipt.
- Expense types
- Filter the list by job cost, overhead, corporate card or reimbursement
- Files
- JPG, PNG, WebP or PDF, up to 10 MB
- By chat
- Describe it to the in-app assistant, then confirm
- Notified
- Owners and invoice approvers, when the assistant files a receipt
Get receipts out of the glovebox.
By month-end, every counter purchase is in one list, with a photo of its receipt.