Expense Management in two simple steps

These instructions are for iPhone mobile phones. If you use Android or any other mobile operating system, please contact your EA for instructions.

 

1. Take a photo of the receipt with your mobile phone.

  • tap the camera icon.
  • tap the screen to make sure the receipt is in focus.

step 2-2

 

2. Email the photo to Sigrid.AI

  • tap the Thumbnail Photo.
  • tap the send icon.
  • tap the mail application and email the photo to expenses@sigrid.ai
  • tap send.

step 2-3Step 33Step 55Step42

 

 

How to save the expense management email address

We recommend saving the expense management email address under the name 'xxx' in your Contacts. That way, when sending the receipt you simply type three x’es in the To address line and your email app will auto-fill the email address.  

  • open Contacts on your mobile phone.
  • tap the plus icon.
  • save the email address expenses@sigrid.ai under the name 'xxx'.
  • tap done.

Next time you want to send us a receipt, just write 'xxx' where you would normally write the email address and tap send.

Step 7-4step 40-1Step 41

 

It's as easy as that.

Your EA will work with you and your accountants to agree the exact process for handling your expenses, including

  • frequency of preparation
  • approval process
  • reconciliation with credit card/bank statements
  • submission format(s) for automatic import into your accounting system
  • accounting codes

 

 

Need more help?

We are always ready to help. Ask your EA for support, and we will assist you in any way possible.