Any created Draft expenses will be stored in the Draft section, any expenses Awaiting Approval can be found in the Submitted section and Approved expenses will be stored in the Approved section.
1. To access your expenses area, tap the Expenses icon at the bottom of the screen. By default you will be taken to your Draft expenses section.
2. Use the Search and Filter options to help you find the Draft expenses you wish to Submit.
Search for a specific expense - Tap the Magnifying Glass icon and enter the description of the expense you are look for.
Apply a Filter to help you locate the expenses - Tap the Filter icon and select a filter option.
3. Tap the Paper Airplane icon and all the Draft expenses will be selected.
If you wish to deselect an expense which has been highlighted, tap the expense to deselect it.
4. Tap the Submit button once ready.
If any policy issues have been detected with your expenses a Policy warning will appear. This warning will state what policy an expense is in breach of.
Providing your policy is "warn only" you can still submit your expenses by clicking Yes to continue. If your company policy is blocking you from submitting your expenses, you need to address the issue or speak with your company Finance team
5. Your submitted expenses will now reside in the Submitted area. You can move between Draft, Submitted and Approved expenses by tapping the different areas on your screen.
Please note: The Search and Filter options are available to you for use in all sections of the Expenses area.
If you need to recall an expense that is awaiting approval, you can recall that expense back to your Draft area.