How to use CostPocket? (for regular users)

First, download the CostPocket app (App Store / Google Play or app.costpocket.com on your computer) and after confirming your e-mail address and logging in, select "Join organisation":

If you (your email) have already been given access to a company, you will be connected to it automatically. If you forgot to join a company, then just click “Join organisation“ and then enter the name of the organisation you are working for.

All documents captured and submitted by the user can be seen on the front screen of the app:

Photos can be submitted using the "Add from gallery" or "Take a photo" buttons below.

Once the photo is taken, the app will ask some questions:

Then the app lets you check the data found by the robot (with some plans this step doesn’t exist) and then you just have to click "Submit" and the document will automatically be forwarded to accounting:

It is also possible to send documents by email:

To make a new expense report, go to “reports” and select “new report”.

Fill in the information and your report is ready:

When you have all the receipts under the report and the report is ready, click on “Submit report”. Then your accountant will get that report to her accounting software.

You do not need to wait until the documents are digitized, just select “Submit report” when all receipts have been added. Our system will wait until all the receipts are digitized and then send the report to accounting software.