Upvise- Mobile Expense Claims

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

Recording Expense Claims:

Steps	Screen Guide
Navigate to “Expenses” via the app menu
2. Click on the “+” button down the right of your screen to create a new Expense Claim
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
4. If you need to add more expenses, repeat step 2 & 3. See example where I have two expenses recorded:
5. When you have finished recording the expenses, click “Submit Report”