Employees can review submitted receipts at once and easily create the necessary expense reports. The appropriate report form is automatically recommended based on your policy, and tables are automatically generated based on receipt information, efficiently reducing the time to create expense reports.
Writing Expense Reports
Tap [More] -> [Expenses] at the bottom of the mobile app.
If submitted receipts require approval, you can create an expense report. Select the recommended form for the receipt to quickly create the needed expense report.
If needed, click the [Add Expense Report] button to select a document form and attach the necessary receipts.
When there are receipts requiring approval, summary information is automatically displayed based on the receipt data. Employees can easily submit expense reports by attaching receipts and filling in the necessary details.
The expense report approval line is set to the approval line configured by the administrator by default. If the administrator has enabled the [Allow Changes] option, employees can modify the approval line before submitting.
If the expense report form has a [Reference Workflow] field added, you can load workflow documents as reference documents when writing expense reports on the mobile app.
When writing an expense report, you can save the document in progress by clicking the [Save Draft] button at the bottom left.
Unlike workflow documents, it does not auto-save in real time, so please click the [Save Draft] button at the bottom left whenever you need to save!
Go to [More] - [Expenses] tab at the bottom right of the app - [Expense Reports] tab - [Add Expense Report] button to find saved draft expense reports.
Draft documents are stored for up to 90 days.
If the administrator has deleted or hidden the expense report form you saved as a draft, you cannot submit the draft. In this case, please select a new expense report form and create the document.
If the expense report form has been modified by the administrator during the draft period, a [Please apply the updated document policy] notification will appear at the top of the expense report writing screen. Click the [Apply] button to update to the latest version of the form before writing and submitting.
Go to [More] - [Expenses] tab at the bottom right of the mobile app - [Expense Reports] tab, click on an expense report that is in progress or approved, then click the three dots button at the top right to duplicate the document and easily re-create an expense report.
If the document cannot be duplicated, it means the form has been hidden or deleted by the administrator. In this case, please select a new expense report form and create the document.
When duplicating a document, receipt images attached to the original document are not duplicated. Please attach new receipts separately for the new item.
If the duplicated expense report form has been modified by the administrator, a [Please apply the updated document policy] notification will appear at the top of the expense report writing screen. Click the [Apply] button to update to the latest version of the form before writing and submitting.
