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You can log into the Upvise mobile application and record expense claims using the steps below.

Expand
titleRecording Expense Claims:

Steps

Screen Guide

  1. Navigate to “Expenses” via the app menu

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2. Click on the “+” button down the right of your screen to create a new Expense Claim

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3. Enter the below information, then click “Done” to save:

  • Description

  • Amount

  • Date: This will default to Today

  • Receipts: you can add photos of Receipts or documentation if needed

  • Category: this is the Purchase activity

  • Payment Mode:

    • Employee Reimbursement: this is used when making a purchase using your own personal method of payment (debit or credit card)

    • Credit Cards: This is used when purchasing with a company issued credit card

  • Project: the Project you want to record the expense against

  • Milestone: this is the “Work centre” in workbench

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4. If you need to add more expenses, repeat step 2 & 3. See example where I have two expenses recorded:

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5. When you have finished recording the expenses, click “Submit Report”

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