Submit expense reports via the Expense Mobile App

Expense Users can submit expense reports through the Expense Mobile App and the web-based Expense Portal to collect together a number of other submissions to be approved as a group.

An Expense Management admin can configure expense reports to have overall fields such as a project number or a field to show whether the expenses are billable. When you add documents to an expense report, the documents inherent these overall fields.

To start a new expense report from the Create screen,

1. Select New Report.

2. Fill in the description and any other required fields, and then tap Create.

Add expenses, mileages, and per diems to an expense report

After you have created the expense report, you can add new expenses, mileages, or per diems by selecting the relevant icons under the expense report description. You will not see the Submit slider at the bottom, because the submission happens only with the combined report. Instead, tap the Save option at the top, and the expense, mileage, or per diem will automatically be attached to the expense report.

However, you don't have to start this process with the expense report. Instead, you can open an expense, mileage, or per diem and fill in the field Add to Report located at the bottom. Tap Save to add the expense, mileage or per diem to the expense report.

From the Add to Report option, you can also create new expense reports.

Add documents to an expense report

You can add all documents, such as expenses, mileages, and per diems, that are in your Open list on the Expense Mobile App, to an expense report. For example,

• Expenses created from credit card transactions have the status Open until the Expense User submits it as an expense.

To quickly add your open documents to an expense report,

1. Tap the + button.

2. Select the documents relevant to the expense report, and tap Done.

Detach or delete items from an expense report

To remove expenses, mileages, or per diems from an expense report before submitting,

1. Open the Total options, and select the relevant submission type.

2. Swipe left on any item to access the options to:

• Detach the item from the report, and handle the item as a separate expense, mileage or per diem.
• Delete the item completely.

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