Mobile Expense Entry
Manage your expense reports and expenses from any advanced mobile phone.
- Create a New Expense Report
- Add or Edit an Expense Item
- Submit an Expense Report
- Expense Reports Screen — shows all your expense reports categorized by Draft, Submitted and Approved reports
- Expense Report Screen — shows high level information about an expense report
- Expenses Screen — shows all the expense items on an expense report
- Expense Screen — view, edit and save an expense.
I'm lost. How do I navigate the mobile expense entry screens?
Think about starting at a very high level and then slowly drilling down into more and more detail. You start at the highest level which is all your expense reports. You end at the most specific level which is viewing an individual expense. Here is that workflow:
Home -> View all Expense Reports -> View a specific Expense Report -> View all Expenses on that report -> View a specific Expense on that report.
This is how the screens are laid out:
- Expense Reports - Navigate all of your draft, submitted or approved expense reports
- Add Expense Report - Add a new expense report.
- Expense Report - View top level information about an individual expense report
- Expenses - View all expenses on an expense report
- Add Expense - Add a new expense.
- Expense - View details about an expense
- Add Another Expense - Copy the details of an existing expense into a new one.
- Expenses - View all expenses on an expense report