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Chrome River Expense Management 

 
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Creating Reports from Receipt Gallery 

There are two mental models for the process of creating an expense report with receipts attached:

  1. Creating an expense report and attaching receipt images to it
  2. Select receipts (from e-receipts) and creating an expense report from them

Currently, the app addresses only the first flow. Based on feedback from a customer, however, we had a hunch that many users wanted to select receipts directly from a receipt gallery to create an expense report from them.

To find out, we used two research tools: 1) Treejack tree test with first-time users on our current navigational structure and 2) Google Analytics analysis on our existing user flows

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