Expenses and Receipt Scanning
The Expenses tab lets you track job-related expenses with optional receipt photo scanning.Viewing Expenses
Screenshot: The Expenses list showing the summary card (total count and amount, this month’s count and amount), and expense cards with category icon, vendor, date, amount, and category badge.The expenses page shows:
- Summary — Total expense count and amount, plus current month figures
- Expense cards — Each showing vendor name, date, amount, category badge, and linked job reference
- Expenses marked “Auto-extracted” include a confidence percentage from OCR
Adding an Expense
- Tap the + button
- Optionally capture or select a receipt photo:
- Take Photo — Opens the device camera
- Choose Photo — Selects from your photo library
- If a photo is provided, Pipeline attempts OCR receipt extraction to auto-fill fields
- Fill in or review the expense details:
- Vendor Name (required)
- Date (required)
- Total Amount (required)
- Tax (optional)
- Category — Food, Fuel, Materials, Other, etc.
- Payment Method — e.g., “Company Card”, “Cash”
- Link to Job — Select a job to associate the expense with
- Description (optional)
- Tap Save Expense
Receipt OCR
When you capture or select a receipt photo, Pipeline automatically extracts:- Merchant name
- Transaction date
- Total amount and tax
- Payment method