Receipts, expenses and post

Receipts is built for the phone. Snap a receipt opens the document scanner; Upload a file takes a picture or a PDF.

1. The receipt is filed in Finance and read once. The read fills only empty fields (date, amount, VAT, currency, shop) and marks each one so you check it.
2. Pick the category and who paid: your own money or the company's.
3. Send it. A business meal also needs who was there and why, as the tax office asks.

Your list shows To finish, Waiting for OK and Approved. Reading a receipt uses a little of your credits, like any AI step; if it cannot run, the form says so and you type the fields.

The owner decides in Needs you on My work, or in Finance → Receipts, which shows everybody's expenses in lanes: To approve, Receipt asked for, To pay back, Find on statement and Settled.

• Approve, or Send back with a note. Only the owner approves, and nobody edits someone else's expense.
• Mark expenses paid with someone's own money as paid back.
• Check the bank statement: upload a camt file, or read the month straight from Revolut Business when it is connected under Integrations. Entumo proposes a bank line only when currency and amount match exactly within a few days of the receipt; you tick what is right. One bank line never backs two expenses.
• Export for the bookkeeping: Download CSV for a month.

Members with May approve bookings see the lanes and the export; only the owner decides.

The same statement check lists the payments that have no receipt yet. For each, pick who paid (Entumo suggests whoever was asked last for the same bank text) or No receipt needed for rent, wages and paid bills, then ask.

The person gets an e-mail and sees the missing receipt at the top of Receipts:

• Snap the receipt — it is already linked to the bank line.
• I don't have it any more — they write a substitute note: what, where and why.
• Not mine — it goes back to you with their note.

The Receipt asked for lane groups open asks by person, with how long each has waited, and a button to remind the person by e-mail (at most once a day per ask); handed-back ones offer Ask someone else, I'll add it myself or No receipt needed. There is no automatic reminder.

Post takes every letter that arrives on paper. Snap a letter (or Upload a file, a picture or PDF up to 4 MB), and Entumo reads the QR-bill slip locally, then reads the letter once to say what it is, who sent it, the dates and the amount. Each read value is marked for you to check.

Each kind gets one next step:

• Bill or Payment reminder — Have it booked opens Enti with the letter attached (you press send), or mark it Paid.
• Zahlungsbefehl — type the day it was served (see below).
• Tax office — Have it checked against your return.
• Insurance or Authority — Ask what it means.
• Other letter — nothing to do; Keep it filed.

To handle lists open letters, most urgent first; Handled keeps the last 90 days. Every letter is filed in Finance → Post. A letter is seen only by the person who captured it, the owner and members with May approve bookings.

A Zahlungsbefehl starts a 10-day objection period (Rechtsvorschlag) on the day it is served, whether anyone noted it or not. That is why it stays at the top of Post until you type the day it was handed to you, the canton and the procedure.

Entumo never takes the date from the letter. You see a preview of the deadline before you save, and reminders follow by default. The deadline then shows on Deadlines and on My work. To decide whether to object, the letter offers Get help deciding.