How to add the Briefcase "app"

Briefcase provides all users with a unique web link (URL) they can visit from any device to upload pictures of invoices and receipts on the go.

You can add a home screen shortcut to this page on your phone to make it appear as an “appˮ.

iPhone or iPad

  1. Open Safari (other browsers, such as Chrome, won't work for this).
  2. Enter your unique Briefcase URL in the search bar and press enter to navigate to the page.
  3. Tap the Share button at the bottom of the page. It looks like a square with an arrow pointing out of the top.
  4. In the list of options that appear, scroll down until you see Add to Home Screen. Tap this.
  5. Choose a name and tap Add, then Safari will add it to your home screen.

Android

  1. Open Chrome.
  2. Enter your unique Briefcase URL in the search bar and press enter to navigate to the page.
  3. Tap the menu icon (3 dots in upper right-hand corner) and tap Add to home screen.
  4. Choose a name for the website shortcut, then Chrome will add it to your home screen.

💼 Now just tap the new "app" or shortcut on your home screen, and it will open the Briefcase upload page.

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