Once you have successfully logged in to the ExpenseIn mobile app, follow the steps in the relevant section below to create, edit, and submit a draft purchase request from the Invoicing > My Purchase Requests area.
How to create a purchase request
To create a new purchase request, follow the steps below:
1. Tap the three-bar menu in the top-left corner of the screen.
2. Tap My Purchase Requests under the Invoicing heading.
3. In the Draft section, tap the + icon in the bottom-right corner of the screen.
4. A blank purchase request will open. Enter the purchase request details and add an attachment, if required.
Note:
Selecting an Invoicing Frequency only flags a purchase request as recurring; it does not automatically create future purchase requests. You'll need to manually create each new purchase request in line with the selected frequency.
For recurring purchase requests, the amount should cover the total spend to be approved. We also recommend setting an End Date.
5. Tap Add item to enter the required item lines, then tap Save to return to the purchase request details.
6. Once complete, tap Save to add the purchase request to the Draft section of your account.
How to edit a purchase request
You can only edit purchase requests with a 'Draft' status. To edit an existing draft purchase request, follow the steps below:
1. Tap the three-bar menu in the top-left corner of the screen.
2. Tap My Purchase Requests under the Invoicing heading.
3. In the Draft section, locate the purchase request you’d like to edit and tap it.
Note: Tap the magnifying glass icon to search for a specific draft purchase request.
4. Edit the purchase request details as required, then tap Save to save your changes.
How to submit a purchase request
To submit a draft purchase request for approval, follow the steps below:
1. Tap the three-bar menu in the top-left corner of the screen.
2. Tap My Purchase Requests under the Invoicing heading.
3. In the Draft section, locate the purchase request you’d like to submit.
Note: Tap the magnifying glass icon to search for a specific draft purchase request.
4. Touch and hold the purchase request, or tap the three vertical dots in the top-right corner of the screen, to select the purchase request(s). Then tap Submit in the bottom-right corner of the screen.
Note: If you need to recall a purchase request that is awaiting approval, you can recall it to your Draft section via the web portal.