Submit an Expense Claim On Behalf of Others via Mobile App

Part 1: To submit the Claim via Mobile app

Step 1: Log in to the app. 

Step 2: Tap mceclip0.png.

Step 3: Press the  mceclip1.png function

Step 4: Select the name of the staff that you wish to submit the expense for and this will show after: 


Step 5: Go to  blobid0.png. Click on the blobid1.png icon and you will be brought to a page where you can input the expense details that you would like to submit. 


Step 6: Click on  blobid3.pngto show the list of available categories. 

Step 7: Click on   blobid4.png and a calendar will show up for you to choose the date the expense was incurred.  

Step 8: Input the amount in  blobid5.png field (negative value is not allowed). 

Step 9: (Optional) Tap on  blobid6.png to view the different tax rates that you can choose from.  

Step 10: Type in a brief description on the  blobid7.png field.

Step 11: Tap on blobid8.png to add the expense to an existing report, or if you'd like to create a new one. You can also leave this blank at this point and add the expense to a specific report at a later time.  

Step 12: Tap on  blobid9.png to choose from your device’s photo gallery, or to take a photo of receipts or documents that you would like to attach to this submission.  

NOTE: The mobile app can auto-scan the receipt and populate the amount into Expenses detail when the user takes a photo of a receipt. 

Step 13: Click   blobid10.png in the upper right corner of your screen. 


Step 14: You should see the screen like the one below:  


NOTE: If you have multiple Expense records, continue to create, and prepare expenses here. 

The status of the expense created will be “Unreported”. This means that this hasn’t been added to a report and cannot be submitted for approval yet.  

Part 2: Prepare Expenses Record for Submission 

Step 1: Go to  blobid12.png.

Step 2: Click on the  blobid14.png icon .

Step 3: You will see this screen below:  


Step 4: Type in the title of the report (e.g., local expense) in the blobid17.png field.

Step 5: Indicate the coverage period of the expense items to be included in this report in the  blobid18.png fields. 

Step 6:blobid19.png This field will appear depending on how your account is set up. You can input the purpose for this report into this field. 

Step 7: Once done, click on  blobid20.png.

Step 8: Click on the report that was just created. 


Step 9: Click on “Include Expense” mceclip3.png.

Step 10: The screen will show all the expenses created. You can choose the expenses you want to include in the report and click on “Include” on the upper right corner. 


Step 13:Click on the Submit button at the lower part of the screen and you will receive a confirmation message that it was successfully submitted.


NOTE: If in case after submission you would like to modify any of the information you have submitted, you can click on the  blobid23.png  button at the bottom of the screen. 


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