You can use the mobile app to enter and itemize transactions and add them to an existing or new expense report. If your site uses custom fields in an expense report, the custom fields also appear when entering transactions on the mobile device.

Tip: You can also add transactions and receipts from the Digital Wallet to an expense report without having to enter the information. See Using the Digital Wallet with the Mobile App.

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Entering a New Transaction

Follow these steps to enter a new transaction and optionally itemize the transaction:

1. Tap Expense and then tap the Create a Transaction tab, or tap New Transaction after creating an expense report, or tap an existing transaction while viewing an expense report as , as described in Creating and Viewing Expense Reports on the Mobile App. The Transaction screen appears:
   
   
   
   
2. 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 and Viewing Expense Reports on the Mobile App.
3. Tap the Date field to select a date from the calendar that appears, and tap Done to finish.
4. Enter a merchant name in the Description field.
5. 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.
6. Enter the amount of the transaction in the Amount field. 
7. To change the currency, select a new currency in a popup menu by tapping the Currency field.
8. Enter a reason for the expense in the Purpose field.
9. 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.
10. 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.
11. Tap other fields that have been customized for expense reports.
12. Tap Save at the top of the Transaction screen to save the transaction in the expense report.

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1. Tap Expense, and then tap Reports (if it is not already selected) to view your reports.
2. Tap the report's name icon to view the report and its transactions. The Report screen expense report appears.
3. Tap a transaction, such as the out-of-policy transaction for "Togos" below:
   
   
   
   
4. The Transaction screen appears. If the transaction is out-of-policy or is not complete, a warning appears at the top of the screen:
   
   
   
   Change the transaction as needed. For example, you may need to attach a receipt, add an attendee for a meal or meeting, or change the expense type:
   
   • See Managing Receipts Using the Digital Wallet with the Mobile App for instructions on capturing and attaching a receipt.
   • 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.
5. Tap Save at the top of the screen to save your changes.

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