Using Expense Claims on the Mobile app 

You can create and manage expense claims using the mobile app. 

Note: To be able to create Expense Claims on the Mobile app, you’ll need to be assigned the Admin level role, or for all other types of roles, the ‘Create Expense Claims’ permission must be given. To gain this access contact your account administrator.

• How to create an Expense Claim from the Cost Inbox
• How to create an Expense Claim in the Expense Claim space
• How to add items to an existing Expense Claim within the Cost Inbox
• How to add items to an Expense Claim while in an Expense Claim
• How to add an item you’re viewing to an Expense Claim
• How to review and submit Expense Claims for approval
• Using Expense Claim Approval Workflows
• How to Approve Expense Claims
• How to Publish Expense Claims

How to create an Expense Claim from the Cost Inbox

To create an expense claim, you’ll need to: 

1. Log into the mobile app
2. Select the items you’d like to add to the claim by:

• Pressing and holding on an item to see check boxes
• Clicking the Checkmark button in the top right corner

3. Click the three dots in the bottom corner and select Create expense claim
4. Enter the requested details for the claim and click Create

How to create an Expense Claim in the Expense Claim space

To create an expense claim in the Expense Claim space, you’ll need to: 

1. Log into the mobile app.
2. Click the Expense Claims button.
3. Click the + button in the top right corner and select the items to add to the claim using the check boxes.
4. Click Create.
5. Enter the details for the expense claim and click Create. 

Note: If you don’t have any expense claims in your workspace you can also click the Create button to select items you’d like to add to the claim.

How to add items to an existing Expense Claim within the Cost Inbox

To add items to an existing expense claim: 

1. Select the items you’d like to add to the claim by:

• Pressing and holding on an item to see check boxes
• Clicking the Checkmark button in the top right corner

2. Click the three dots in the bottom corner and select Add to expense claim
3. Select the expense claim you’d like to add the item(s) to and click Confirm

How to add items to an Expense Claim while in an Expense Claim

To do this:

1. Log into the mobile app.
2. Navigate to the Expense claims section.
3. Click into the expense claim you’d like to add items to.
4. Click the three dots in the top right corner and select Add items. 
5. Select the items you’d like to add and then click Confirm. 

How to add an item you’re viewing to an Expense Claim

When viewing an item in the mobile app, you can add this into an expense claim.

To do this: 

1. Log into the mobile app.
2. Click into the item you’d like to add to an expense claim. 
3. Click the three dots in the top right corner and then select Add to expense claim.
4. Select which expense claim you’d like to add the item to and then click Confirm.

How to review and submit Expense Claims for approval

Note: This is not the same as setting up an Approval workflow. If you’d like to set up Approval workflows, take a look at this article. You’ll have a green Request Approval button on your claim if this is part of an Approval workflow.

You can review and submit your expense claim for approval in the app by: 

1. Clicking the Expense Claim button
2. Clicking into the expense claim you’d like to review
3. (Optional) Click into the Summary section to edit the claim details and add a description 
4. (Optional) Click into an item listed on the expense claim to edit the item details
5. Click the three dots in the top right corner
6. Select Submit for Approval

Note: You can also submit your expense claims for approval from the Expense Claim page by pressing and sliding the expense claim right and selecting the Submit for Approval button.

Using Expense Claim Approval Workflows

If you’ve set up Expense Approval workflows, you can request approval and approve expense claims using the mobile app. 

Once an expense claim has been created, you’ll see a Request Approval button on the claim if it meets the criteria of a workflow. 

If you need to add any additional information to the claim, you’ll need to do this before clicking the Request Approval button. 

If you have the relevant user role and permissions, you’ll be able to approve any Approvals that have been requested from the mobile app. 

You’ll see an Approvals section at the top of each of your Inboxes. If you have items waiting for approval, you can approve these by:

1. Navigating to the Expense Claims section.
2. Clicking into the items waiting for approval. 
3. Click into an expense claim and review the details. 
4. Click Approve or Reject. 
5. You can add an optional comment, and then click Approve or Reject once more to finalise the approval. 

How to Approve Expense Claims

Note: This is not the same as approving an Approval workflow. Please see the steps above for how to approve a workflow in the mobile app.

To approve an expense claim on the mobile app: 

1. Log into the mobile app
2. Click the Expense Claim button
3. Click into the expense claim you’d like to review 
4. Once you’ve reviewed the items in the claim, click the three dots button in the top corner
5. Select Approve Claim

How to publish Expense Claims

To publish an expense claim from the mobile app:

1. Log into the mobile app
2. Click the Expense Claim button
3. Click into the expense claim you’d like to publish
4. Click into the Summary section to add in your publishing destination details
5. Click the Publish button