Mobile Expense Claims

Owned by Daniel Akers, created
Last updated: Jul 27, 2022 by Maria Harreguy
2 min read

Overview:

Expense claims are available for mobile devices, similar to how Mobile Timesheets works. Expense claims entered here can be viewed and edited in Expense Claims and vice versa.

Workflow approvals are not fully supported on Mobile Expense Claims. Workaround is to create and save from the mobile screen. And later on submit from My Expenses in Web Workbench.

Screen Guide:

A. The General header section fields are like the normal Expense Claims view. Amending the Claim Date field will display any existing entries for the selected day.

B. The Line Details section displays the information of the current line editing context.

C. Save Item appends the current line to the Summary, that is equivalent to the grid lines of the desktop view.

D. Clear Item is just a convenient means of resetting the current Line Detail fields.

E. The Summary section is equivalent to the grid lines of the desktop view, with a sub -section per grid line.

F. The Edit button displays the selected sub-section (grid line) in the Line Details section for editing.

G. The Copy button copies the selected sub-section (grid line) into the Line Details section for editing, and on Save Item a new sub-section (grid line) will be added to the Summary.

H. The Delete button removes this sub-section (grid line) from the Summary, and this will be deleted on the expense claim Save in step K.

I. The footer section displays a total of the expenses claimed for the date.

J. Clears the record for the date.

K. Saves the General header and expense claim lines for the date.

Next Steps:

Mobile Expense Claims can be approved in the same way as desktop expense claims using Expense Approvals or Expense Administrator.



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