How do I raise draft expense claims on Mobile?

1. Sign into Capture Expense. You will land on the Expenses view.
2. Tap the Scan Receipt button at the bottom of the screen and the camera will open.
3. Note: The chevron to the side of the Scan Receipt button displays alternative options: 
4. Take a photo of the receipt, press Use Photo, and a Draft expense claim is created. While the receipt is being read the expense will be flagged as Processing.
   
   
5. Tap the expense to update the details where necessary, add the correct Category if it has not already been assigned. Vehicle mileage, is also considered a reimbursement.
   
   
   
6. Tap the Save button. The Expense record is stored in Draft. 
   
   
7. Continue to Scan Receipt or Upload Files for any other outstanding claims.

 

Note: Once an Expense claim has been saved to the Draft folder, you can submit it immediately or continue storing more Draft claims before submitting them as a group.

If you scan a Credit Card receipt, it will either automatically upload to the Credit Card Expense claim or be stored in your Receipts inbox until the Credit Card transaction is fed through. You can then edit the claim to make sure the Category selected is correct and submit it for approval. You cannot override the amount on the claim, but you can change the date if it comes from a Credit Card feed. 

 

A receipt populates the Reimbursement claim, and the Credit Card bank transaction populates the Credit Card claim but remember you still need to attach the Credit Card receipt to the claim.