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- Tap Expense and then tap the Create a Transaction tab, or tap New Transaction after creating an expense report as described in Creating an and Viewing Expense Report Reports on the Mobile App. The Transaction screen appears:
- The Report field at the top of the Transaction screen provides a popup menu for selecting or creating an expense report for the transaction. Tap the Report field, and then choose the report name or Create a new report from the popup menu.
Note: If you choose Create a new report, you must first create the new report as described in Creating an and Viewing Expense Report Reports on the Mobile App. - Tap the Date field to select a date from the calendar that appears, and tap Done to finish.
- Enter a merchant name in the Description field.
- Tap the Type field to select an expense type for the transaction:
- See "Entering Attendees for Meals and Other Expense Types" in this topic for details on entering attendees for meals and other expense types.
- See "Entering a Mileage Transaction" in this topic for details on entering mileage transactions.
- Enter the amount of the transaction in the Amount field.
- To change the currency, select a new currency in a popup menu by tapping the Currency field.
- Enter a reason for the expense in the Purpose field.
- Tap the Receipt field to attach a receipt for this transaction. You can then tap the following:
- Take a photo of the receipt: Capture the receipt as described in Capturing and Viewing Receipts with the Mobile App.
- Select from Unassigned Receipts: Select an unassigned receipt in the Digital Wallet. You can then tap the receipt to attach it to this transaction.
- Select from your photo gallery: Select an image in the photo gallery on your mobile device to use for the receipt.
- If cost allocation segments have been set up for your site, tap the cost segment field to assign a cost allocation code for the transaction. This field may be optional depending on your cost allocations.
- Tap other fields that have been customized for expense reports.
- Tap Save at the top of the Transaction screen to save the transaction in the expense report.
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