How Do I share my Expense Report

  • Log in to the SILOSS App

    The user logs in to the SILOSS app on their mobile device.

  • Navigate to Expenses Section

    The user navigates to the "Expenses" section within the app.

  • View Expense List

    The app displays a list of scanned expenses with basic details such as date, amount, merchant, and category.

  • Select Expense for Sharing

    - If the user wants to share a specific expense, they can click on the expense in the list to view its full details.

    - Alternatively, the user can navigate to the edit option for the selected expense if modifications are required before sharing.

  • Edit Expense Details (Optional)

    - If modifications are needed before sharing, the user can modify expense details such as date, amount, merchant, category, and optional notes.

    - The user saves the updated expense details after making the necessary changes.

  • Share Expense Report

    - The user can initiate the sharing process within the app once the expense details are ready for sharing.

    - The app provides options to share the expense report via email, messaging apps, cloud storage services, or other communication channels.

  • Select Sharing Method

    The user selects their preferred sharing method from the app's available options.

  • Enter Recipient Details

    If required by the selected sharing method, the user enters recipient details such as email addresses or contact numbers.

  • Send Expense Report

    The user sends the expense report to the selected recipient(s) using the chosen sharing method.

  • Confirmation

    The app confirms that the expense report has been successfully shared with the recipient(s).

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