Expenses can only be entered from the People mobile app - if enabled by your system admin. If so, when logging into to the mobile app you will see the 'Add Expense' option.
Please note: Any option that shows a * next to it, means this is mandatory and cannot be saved without data in entered.
1. Click the 'Add Expense' option on the front page of your mobile app.
2. Use the “Create Report” option to create a new expense claim.
3. Enter the description, this would usually be a group heading for all the expenses, for example “June Expenses”, “Trip to San Francisco”.
4. Select the currency.
5. Select the default date of the expense claim - this date will be used on all your expense lines, you can override it.
6. Click 'Done'.
7. Now press the '+' button on the top right to start your expense entry. You can enter all your expenses in one go or a few lines at a time.
If you select the 'Mileage Expenses' option, you get the below additional fields:
8. Each expense line can have a number of attributes. Enter the appropriate details.
- Enter the title
- Use the photo icon to take a photo of your receipt
- If you have a mileage expense then toggle the button and enter the details
- If your expense is taxable then toggle the button and select the tax rate
- If you want the expenses reimbursed to you personally, toggle the reimburse option to green. Although, If you’ve paid on a company credit card for example, then you won’t want the expense reimbursed to you
- If your accounts team have asked you to mark which expenses are re-billed to clients then toggle the billable button
You can safely exit the app when entering expense lines, when you go back and select create report the app will always show the current expense claim you are working on that you have not yet submitted.
9. Once the details have been entered press the 'Done' button on the top right.
You will then be shown your expense line. You’ve got the option to edit it or swipe the line to delete. When viewing an expense claim or an expense line you can swipe your finger left to reveal more options, such as allowing you to edit the information.
Once all your items have been entered press the 'Submit' button and sign your expense claim.
Ensure that it shows your expense has been successfully submitted before closing the app. The system will now send your approver an email asking them to approve the expense claim. Once approved you will receive an email to confirm.
Customer Services Team.