Expenses overview
The Expenses page brings together two types of outbound transactions:- Receipts: Documents you upload to eggz (photos, PDFs). AI extracts the data automatically.
- Bills: Purchase invoices synced from Xero (accounts payable).
Receipts tab
Viewing receipts
The Receipts tab shows all documents you have uploaded. Each receipt displays:- Status: Pending (processing), Processed (ready to review), or Published (sent to Xero)
- Merchant name: Extracted by AI from the document
- Amount: Total transaction amount and currency
- Date: Transaction date from the receipt
- Category: AI-assigned expense category
Receipt detail page
Click any receipt to open its detail view. Here you can:- View the original document (PDF viewer or image)
- Review and edit extracted data (merchant, date, amount, line items)
- See the AI extraction summary
- Download the original file
- Publish to Xero (as Bill or Spend Money)
- Delete the receipt
Receipt lifecycle
| Stage | Status | What happens |
|---|---|---|
| Uploaded | Pending | File stored, AI processing queued |
| Processed | Processed | Data extracted, ready for review |
| Submitted | Submitted | Sent for approval (if applicable) |
| Approved | Approved | Approved for payment |
| Published | Published | Created in Xero as Bill or Spend Money |
Bills tab
Viewing bills
The Bills tab shows purchase invoices synced from Xero. Each bill displays:- Invoice number and reference
- Contact (supplier) name
- Dates (issued, due)
- Amounts (subtotal, tax, total, paid, due)
- Status (from Xero: Draft, Submitted, Authorised, Paid, Voided)
Bill detail page
Click any bill to view full details including the PDF attachment (if available in Xero). Bills are read-only — all editing happens in Xero.Bills are synced from Xero and cannot be created, edited, or deleted in eggz. Use Xero to manage your bills, then sync the latest data from Settings > Integrations.
Uploading new receipts
From the Expenses page, you can upload new documents directly:- Drag and drop PDFs or images onto the upload zone
- Click the upload zone to open the file picker
- On mobile, use the camera button in the bottom dock