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Secondary scenario how-to

Advanced Organization and Expense Management

APSense provides several tools to help you maintain a clean and professional financial record. Use these advanced features to handle complex transactions, automate how you capture receipts, and secure your account.

Split a single receipt into multiple categories

If you have a single receipt that contains items for different business purposes—such as a hotel bill with both lodging and meal charges—you can split it into separate line items.

  1. Open the Expenses list and select the expense you want to divide.
  2. Select Split Expense from the options menu.
  3. Enter the amount and select the appropriate category for the first part of the split.
  4. Add additional rows for each remaining part of the transaction.
  5. Ensure the total of all split rows matches the original receipt total.
  6. Select Save Split.

The system creates individual expense entries for each part while maintaining a reference to the original transaction.

Automate organization with email ingestion tags

When you forward digital receipts to expenses@apsense.app, you can use specific tags in the email subject or body to automatically route the expense. This saves you from having to manually assign them later in the app.

  • Assign to a Workspace: Use the # symbol followed by the workspace name (e.g., #Client-A or #Personal).
  • Assign to a Category: Use the @ symbol followed by the category name (e.g., @Meals or @Travel).

Example Email Subject: Flight Confirmation @Travel #Project-X

The system parses these tags instantly and places the new expense in the correct location with the specified category already applied.

Manage your personalized vendor catalog

APSense uses adaptive learning to remember how you categorize expenses from specific merchants. You can manage these preferences to ensure future scans are always accurate.

  1. Go to Settings and select Vendor Management.
  2. Select a vendor from your list to view its profile.
  3. Rename Vendor: If the AI consistently misreads a merchant name, you can set a corrected name here.
  4. Set Defaults: Choose a default category and payment method for this merchant.
  5. Save Changes: Future receipts from this vendor will automatically use these settings.

Organize data with isolated workspaces

Workspaces allow you to keep different parts of your life or business completely separate. Data in one workspace does not mix with another, which is ideal for consultants managing multiple clients.

Create a new workspace

  1. Open the Workspace Switcher from the main navigation menu or go to Settings > Workspaces.
  2. Select Create Workspace.
  3. Enter a name and choose a custom color or icon to help you identify it quickly.
  4. Select Save.

Switch between workspaces

  1. Tap the current workspace name or icon in the top navigation bar.
  2. Select the workspace you want to enter.
  3. The app refreshes to show only the expenses and reports associated with that specific environment.

Configure multi-factor authentication

Enhance your account security by requiring a secondary verification code when you sign in.

  1. Navigate to Settings and select Account Security.
  2. Select Enable SMS MFA.
  3. Enter your mobile phone number and select Send Code.
  4. Enter the verification code sent to your device to complete the setup.

Once enabled, you will receive a unique code via text message whenever you sign in from a new device or session.

Need help

If you encounter issues with advanced configuration, contact our support team: