The Mobile App provides a convenient experience for creating an expense report on-the-go using a mobile device. You can create an expense report and add receipts and transactions at any time, and view reports not yet submitted.

Tip: You can also create an expense report while adding a receipt or viewing transactions in the Digital Wallet. See Using the Digital Wallet with the Mobile App.

Creating an Expense Report

To create a report from scratch, follow these steps:

1. Tap Expense on the main menu, and then tap the Reports icon at the bottom of the screen. The Reports screen appears:
   
    
   
   
2. Tap the Create a New Report icon. The Create screen appears: 
   
   
   
   
3. Enter a name in the Report Name field.
4. (Optional) Enter a purpose in the Purpose field. Your expense report approver uses this field to determine the expense purpose.
5. To change the currency, select a new currency in a popup menu by tapping the Currency field.
   Tip: The system uses the currency you chose for your profile (as described in Display Settings), unless you change it here. If the currency is different than the currency used by the company, report totals appear in both currencies. 
6. If cost allocation segments have been set up for your site (such as "Trade Shows" in the above figure), tap the cost allocation field to select the default cost allocation for the expense report. 
   Note: If a cost allocation is set up to allow you to enter new allocation, you can enter one by starting to type the cost allocation. Suggestions appear for easy selection.
   Tip: You can later change the cost allocations for any line item in the report. If you don't choose default cost allocations, you can still choose cost allocations as you create each line item of the report, as described in Entering and Editing Transactions with the Mobile App.
7. Tap other fields that have been customized for expense reports, and enter the appropriate information.
8. Tap the Save button at the top of the screen to create the report (or tap Cancel to cancel the report).

The expense report appears:

Tip: You can tap Delete this Report to delete the report.

Adding Transactions

Tap New Transaction at the bottom of the screen to add a transaction to the report. For instructions, see Entering and Editing Transactions with the Mobile App.

Once a report has transactions, you can also tap Submit to submit the report. For instructions, see Submitting an Expense Report with the Mobile App.

Note: For more information about creating an expense report in the desktop version of Expense, see Creating an Expense Report.

Viewing an Expense Report

To view an expense report and its transactions, tap the expense report's icon on the Reports screen:

The expense report appears, showing transactions:

Tap a transaction to edit the transaction information:

See Entering and Editing Transactions with the Mobile App for instructions on editing a transaction.