Creating expense report

To create an expense report using a mobile device:

  1. Click on the Expense Reports menu. The Document Header screen is displayed.
  2. Specify a document title.
  3. Select a purpose for the expense report.
  4. Click Save.
  5. Click and select one of these options:
    Option Description
    Upload Receipts Take a picture of the receipt using the mobile camera and upload.
    Import Unattached Receipts Select an existing receipt that is uploaded previously and click Import.
    Note:  You can attach a picture of the receipt taken from the camera on the mobile device, to the expense line item.
  6. Click the Expenses option and select one of these options:
    Option Description
    Add New Expenses Add new expenses.
    Add Voice Expenses Add voice expenses.
    Import from Credit Card Import credit card transactions.
  7. Click Submit. The application displays exceptions, if any.
  8. Click Continue.
  9. Review any Business Rules violations (if any), and click Continue.
  10. Click Close Document to submit the document.
  11. Click the Expense Reports link on the Inbox page of the mobile device.