Reporting Expenses Manually

When creating an expense manually, you have three expense types to choose from: single expense, mileage, or per diem (if your policy supports this).

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

Creating a single expense:

1. Fill out the required form fields, which are noted with an asterisk (*).
2. If your expense is billable to a client, indicate this by clicking on the "Billable" labeled checkbox.
3. 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 bottom of the form to take a picture of your receipt or to upload it from your camera roll.
4. Click "Submit" at the top or bottom of the form to submit your expense for review. If you wish to revisit your expense later to make changes, save as DRAFT.
5. 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. Make sure you have selected the "Mileage" form at the top of the screen (pictured at the top of this article).
2. Fill out the required form fields, which are noted with an asterisk (*).
3. If your expense is billable to a client, indicate this by clicking on the "Billable" labeled checkbox.
4. Click "Submit" at the top or bottom of the form to submit your expense for review. If you wish to revisit your expense later to make changes, save as DRAFT.
5. You'll be able to access and review your expenses in the "Expense" tab found at the top of the screen.
   

Creating a per diem expense:

1. Make sure you have selected the "Per Diem" form at the top of the screen (pictured at the top of this article).
2. 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 bottom of the form to take a picture of your receipt or to upload it from your camera roll.
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 submit your expense for review. 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.