The features of Expense, including your expense reports in the My Reports tab and your receipts in the Digital Wallet tab of Expense on your site, are available in the Mobile App. The Mobile App performs the same way as the desktop experience with regard to policies and expense types. For example, if an employee meal policy is no greater than $50 per meal, the same policy requirement applies whether the employee enters the transaction on the desktop or on a mobile device. Warnings appear at the top of the Transaction screen and the user must change the transaction in order to submit a report with the transaction.
The Mobile App main menu includes the following:
- Expense: After tapping Expense, you can tap the following choices at the bottom of the screen:
- Create a Report tab Reports icon to create a new expense report using captured receipts in the Digital Wallet or new transactions you can enter directly on your mobile device.
- Create a Transaction tab to create a transaction for an expense report on your mobile device.
- Reports icon to view your reports on a mobile device.
- Receiptsand view existing reports. See Creating and Viewing Expense Reports on the Mobile App.
- Digital Wallet icon to view receipts and transactions in the Digital Wallet on your mobile device. See Using the Digital Wallet with the Mobile App.
- Capture icon to capture a receipt for the Digital Wallet using your mobile device's camera. See Capturing Receipts with the Mobile App.
- Approvals: Approvers can tap Approvals to view and approve or deny expense reports on your mobile device. See Approving or Denying an Expense Report with the Mobile App.
- Capture a Receipt: Tap to capture a receipt for the Digital Wallet using your mobile device's camera.
The Mobile App performs the same way as the desktop experience with regard to policies and expense types. For example, if an employee meal policy is no greater than $50 per meal, the same policy requirement applies whether the employee enters the transaction on the desktop or on a mobile device. Warnings appear at the top of the Transaction screen and the user must change the transaction in order to submit a report with the transaction.
Creating an Expense Report on the Mobile App
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Creating and Viewing Expense Reports on the Mobile App
Using the Digital Wallet with the Mobile App
Capturing Receipts with the Mobile App
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Submitting an Expense Report with the Mobile AppSubmitting
Approving or Denying an Expense Report with the Mobile App