Reporting Expenses Manually

When creating an expense manually, you have two expense types to choose from: Manual Expense and Mileage.

To select the appropriate expense form, click on the expense type at the top of the form.

Creating a single expense:

1. From the Expenses screen, select New Expense.

2. From the New Expense page, select Manual Expense

3. Fill out the required form fields, which are noted with an asterisk (*).

4. If your expense is billable to a client, indicate this by clicking on the "Billable" labeled checkbox.

5. Depending on the policy you are submitting under, receipts may be required for expenses over a certain amount OR at all times. Tap the add receipt link at the top of the form to take a picture of your receipt or to upload it from your camera roll.

6. Click "Submit" at the bottom of the form to save your expense item. If you wish to revisit your expense later to make changes, save as Draft.

7. You'll be able to access and review your expenses in the "Expense" tab found at the top of the screen.

Creating a mileage expense:

1. From the Expenses screen, select New Expense.

2. From the New Expense page, select Mileage.

3. Fill out the required form fields, which are noted with an asterisk (*).

4. If your expense is billable to a client, indicate this by clicking on the "Billable" labeled checkbox.

5. Click "Submit" at the top or bottom of the form to save your expense item. If you wish to revisit your expense later to make changes, save as Draft.

6. You'll be able to access and review your expenses in the "Expense" tab found at the top of the screen.