> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Expenses and Receipt Scanning

> Expenses and Receipt Scanning - Pipeline knowledge base.

## 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

1. Tap the **+** button
2. Optionally capture or select a receipt photo:
   * **Take Photo** — Opens the device camera
   * **Choose Photo** — Selects from your photo library
3. If a photo is provided, Pipeline attempts **OCR receipt extraction** to auto-fill fields
4. 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)
5. 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

A success message shows the confidence percentage. Always review extracted data before saving.

### Editing and Deleting

Tap any expense to view details. Use the **Edit** (pencil) button to modify or the **Delete** (trash) button to remove it.