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Submitting an expense in the mobile app
Submitting an expense in the mobile app

Learn how to submit an expense in the mobile app

Rochelle avatar
Written by Rochelle
Updated over a week ago

From the mobile app you can add receipt to the Receipt Library and submit your expenses with ease.

To submit an expense

  1. From the home screen select My Expense Activities.

  2. Select Expenses you need to submit.

  3. Select the paper icon to add your receipt. You can take a photo, choose from files, choose from your Photo Library, match from receipt library, or request a document from another user.

  4. Select an individual expense with the Missing Info badge to fill in expense details, mandatory fields appear in red.

    1. Select the Select All box to bulk submit expenses for approval.

  5. When all necessary documentation and fields have been filled out, select Submit for Approval.
    โ€‹

Add receipt to Receipt Library

  1. From the home screen select Upload Receipt.

  2. Choose to take a photo, upload one for your Photo Library or choose from your files.

  3. When taking a photo smart scanning technology will highlight your receipt and crop out the background.

  4. Fill in relevant details such as date and amount of the transaction.

  5. Select Submit. The receipt image will now be available to add to your expenses.
    โ€‹

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