📊 ExpenseMaker User Guide

Transform your receipts into professional expense reports with ease

🚀 Welcome to ExpenseMaker!

This comprehensive guide will walk you through creating professional expense reports from your receipts. Whether you're a first-time user or looking to master advanced features, we've got you covered.

🎯 Getting Started

🌍 1. Choose Your Language

• ✅ Automatic browser language detection

• ✅ Language selector in top-right corner

• ✅ 12+ languages available

• ✅ Switch anytime during your session

🔐 2. Login Options (Optional)

Use ExpenseMaker without an account! However, creating an account unlocks premium features:

Feature Guest Registered User Create Reports ✅ ✅ Access Past Reports ❌ ✅ Save Drafts ❌ ✅ Auto-fill Information ❌ ✅ Skip Email Entry ❌ ✅

Login Methods:

• 📧 Email Magic Link - No password needed! Just click the link sent to your email

• 🔷 Google Login - One-click authentication with your Google account

• 🔑 Email/Password - Traditional secure account creation

📝 Creating Your Expense Report

Step 1: Enter Report Details 📋

Fill in the following information:

Field Description Required 🌐 Country Determines tax rules and currency ✅ 🗣️ Report Language Language for generated report ✅ 👤 Employee Name Your full name ⭕ 📧 Employee Email For report delivery ✅ 🏢 Company Name Your organization ⭕ 🆔 Organization Number Company tax ID ⭕ 💬 Report Comment Additional notes ⭕

Step 2: Add Your Receipts 🧾

📤 Upload Receipts

Supported Formats:

• 🖼️ JPG/JPEG

• 🖼️ PNG

• 📄 PDF

Upload Methods:

1. Drag & Drop - Simply drag files onto the upload area

2. Click to Browse - Select files from your device

3. 📸 Mobile Camera - Take photos directly (mobile only)

💡 Pro Tip: Upload multiple receipts at once for faster processing!

AI-Powered Extraction:

• 📅 Transaction date

• 🏪 Vendor name

• 💰 Amount

• 💱 Currency

• 📁 Category

✏️ Manual Entry

Lost a receipt? No problem! Click "Add Manual Entry" to add expenses without documentation.

Step 3: Review and Edit 🔍

Action How To ✏️ Edit Click any field to modify 💱 Fix Currency Look for "Currency?" indicator and select correct one ❌ Delete Click the X button on any expense ⚠️ Handle Duplicates System alerts you - choose to keep or discard 🔄 Exchange Rates Automatically calculated based on transaction date

Step 4: Save Your Progress 💾

(Logged-in Users Only)

• Click "Save Draft" button

• Return anytime to continue

• Draft auto-loads on login

• Draft deleted after report generation

Step 5: Generate Reports 🎉

1. Review all entries for accuracy

2. Click "Generate Reports" button

3. Complete payment - $3 USD via PayPal

4. Receive your reports via email:

   • 📑 Professional PDF report

   • 📊 Detailed Excel spreadsheet

5. Download within 30 days

📊 Understanding Your Reports

PDF Report Contents 📑

✨ Professional Features:

• Executive summary with totals

• Expense breakdown by category

• Daily expense timeline chart

• Currency exchange information

• Tax-compliant formatting

• Clean, professional layout

Excel Report Contents 📈

🔧 Technical Features:

• Complete transaction list

• Exchange rate calculations

• Category subtotals

• Sortable/filterable columns

• Import-ready for accounting software

💡 Tips for Best Results

📸 Receipt Quality

Do Don't ✅ Ensure clear, readable text ❌ Upload blurry photos ✅ Include entire receipt ❌ Cut off important details ✅ Use good lighting ❌ Take photos in dark areas ✅ Flatten crumpled receipts ❌ Upload folded receipts

💱 Currency Handling

• 🔍 Auto-detection from receipt content

• ❓ Manual selection when unclear

• 📅 Historical rates for transaction date

• 🔄 Automatic conversion to home currency

🔁 Duplicate Prevention

Smart Detection Checks:

• Same date ✓

• Same vendor ✓

• Same amount ✓

• Warning before adding ✓

• Override option available ✓

🛠️ Troubleshooting

📧 Email Not Received?

1. Check spam/junk folder

2. Verify email address spelling

3. Wait 5 minutes

4. Contact support if issue persists

🧾 Receipt Not Processing?

1. Check image quality

2. Ensure it's a valid receipt

3. Try PDF format instead

4. Use manual entry as backup

🔐 Login Issues?

• ⏰ Magic links expire after 15 minutes

• 🔄 Request new link if expired

• 📧 Check spam for login emails

• 🍪 Clear browser cookies if needed

⚠️ Report Generation Failed?

1. Ensure all required fields are filled

2. Check internet connection

3. Try again after a moment

4. Contact support with error details

🔒 Privacy & Security

Feature Description 🤖 AI Processing Receipts processed then immediately deleted 📁 Report Storage Secure storage for 30 days only 💳 Payment Security No payment information stored 🔐 Data Encryption All data encrypted in transit 🎯 Minimal Data Only essential information collected

📞 Need Help?

Contact Support

• 📧 Email: sales@expensmaker.com

• ⏱️ Response Time: Within 24 hours

• 🌐 Languages: English support available

🌟 Quick Reference Card

Keyboard Shortcuts

• Ctrl/Cmd + S - Save draft

• Ctrl/Cmd + Enter - Generate report

• Esc - Close modals

File Limits

• Max file size: 10MB per receipt

• Max receipts: 100 per report

• Supported formats: JPG, PNG, PDF

Best Practices

1. 📸 Upload receipts immediately after purchase

2. 🏷️ Review auto-detected categories

3. 💾 Save drafts frequently

4. 📧 Use consistent email for all reports

5. 📁 Download reports promptly

💙 Thank you for choosing ExpenseMaker!
We're constantly improving based on your feedback. Happy expense reporting!

Version 2.0 | Last Updated: January 2025