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You can log into the Upvise mobile application and record expense claims using the steps below.
Recording Expense Claims:
Steps | Screen Guide |
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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 |  |
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: |  |
5. When you have finished recording the expenses, click “Submit Report” |  |