PikScan Expenses User Manual

Platforms: iOS & Android · Offline · Data stays on your device

Short walkthrough: User guide (8 steps)

1. Introduction

PikScan Expenses turns travel receipts into structured expense notes. OCR runs on-device. No account. No PikScan cloud.

2. Main navigation

Settings (gear on Trips / Report): profile, language, biometric lock, backup, Premium.

3. Onboarding

1. First launch shows 3 slides (create trip → scan → ROI).
2. Create my first trip opens the trip form and activates it, then opens Scan.
3. Skip goes to Scan (you still need an active trip to save receipts).

4. Trips tab

• + → name*, dates, city, venue, currency (+EUR rate if needed), planned budget, optional color.
• Only one trip can be active (required for Scan).
• Swipe: activate, edit, duplicate, delete.
• Filters: year chips, Active / Upcoming / Ongoing / Past, search.
• Open a trip → receipts list, budget bar, multi-currency, validate queue, link to Report.

5. Scan tab

• Needs an active trip. Banner + CTA if none.
• Scan a receipt: one photo → OCR fields (amount, date, merchant, VAT, category) → save.
• Scan multiple: up to 10 photos, review queue, optional apply category to remaining.
• Manual entry: same fields without camera.
• Each saved receipt consumes 1 scan of the free quota (30). Deleting a receipt frees a scan.
• Duplicate detection may warn before save.

6. Notes tab

• Trips with receipts appear under Ready to generate.
• Generate a note → status Submitted.
• Statuses: Draft · Submitted · Approved · Rejected.
• If employee profile has Manager: Approve / Reject with optional comment.
• Menu ⋯: export PDF (Premium), CSV, resubmit, open trip.

7. Report tab

• Shows the active trip (or deep-link eventId).
• Total cost, budget ring %, receipts count, cost / prospect (editable prospect count).
• Category donut + breakdown; advanced VAT / duration stats.
• Expense-note workflow actions and export sheet.

8. Compare tab

• Pick year + trip A and year + trip B (min. 2 trips with receipts).
• Cost delta, duel metrics, shared categories. Swap A ↔ B.

9. Settings

• Profile: name, email, company, preferred currency, accounting format (FEC, Pennylane, QBO, Xero, DATEV…), Manager toggle.
• Language: FR, EN, ES, DE.
• Biometric lock: Face ID / fingerprint / device passcode when returning to the app.
• Backup: export JSON (free) or full ZIP with images (Premium). Restore merge or replace.
• Demo data and local analytics optional.

10. Export & backup

Exports are files you share yourself. Nothing is uploaded to PikScan servers.

11. Free vs Premium

12. Support

Email support@pikscan.com · Support page · Quick guide

13. Glossary