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APSense documentation

Secondary scenario how-to

Advanced expense and workspace management

APSense provides tools to handle complex accounting needs, such as breaking down large receipts or managing multiple business entities. Use these advanced features to maintain a high level of organization in your financial records.

Split a single receipt into multiple categories

If you have a single receipt that covers different types of business costs (for example, a hotel bill that includes both lodging and meals), you can split it into separate line items.

  1. Open the Expenses screen and select the expense you want to divide.
  2. Tap the More Options menu (often represented by three dots) and select Split Expense.
  3. In the split dialog, add rows for each category.
  4. Assign an amount and a category to each row.
  5. Ensure the total of your split items matches the original receipt total. The system validates this before allowing you to save.
  6. Tap Save Split. The original expense is replaced by the new categorized items.

Duplicate a report for recurring expenses

For monthly or recurring business expenses, you can duplicate an existing report structure to save time on manual entry.

  1. Navigate to the Reports screen.
  2. Open the report you wish to copy.
  3. Access the report menu and select Duplicate Report.
  4. The system creates a new report containing all the same expenses.
  5. The new report title automatically includes a “(Copy)” suffix, which you can edit to reflect the current period.

Manage and deactivate workspaces

Workspaces allow you to separate data for different clients, projects, or personal use. You can customize their appearance or deactivate them when they are no longer needed.

Switch or customize workspaces

  1. Go to Settings and select Workspaces.
  2. Tap a workspace to make it your active workspace. All new expenses and reports will be saved here until you switch again.
  3. To customize, select a workspace and edit its Avatar Text, Image, or Color.

Deactivate a workspace

If a project is complete, you can deactivate the workspace to remove it from your primary view.

  1. In the Workspaces screen, locate the workspace you want to remove.
  2. Select the option to Deactivate.
  3. Confirm the action in the dialog. The workspace moves to an inactive list, preserving your data without cluttering your active view.

Automate expense creation via email forwarding

You can skip manual uploads by forwarding digital receipts directly to your APSense account.

  1. Open your email client (ensure you are using the email address associated with your APSense account).
  2. Forward your receipt to expenses@apsense.app.
  3. Attach the receipt as a PDF, JPG, or PNG.
  4. The system’s AI automatically extracts the vendor, amount, date, and category.
  5. Open the Expenses screen in APSense to review and confirm the automatically created entry.

Support

If you need assistance with advanced configurations or have questions about your account, contact our support team: