With ProSpend mobile, you can
Your home page will list all of your receipts in your vault that are NOT attached to an expense line.
To add a receipt, click on the Blue + icon, click on New Receipt and click on the Camera icon to take a photo of your receipt.
You can either
If this receipt is for a Reimbursement claim you can create a new claim or add it to an existing claim.
Then click on Add to Claim. Choose to create a new claim or add to an existing claim. The expense line is created and the receipt scanning process starts.
If you are creating an FBT related expense type like Entertainment, you will be prompted to add in the Recipients.
This can either be by the Actual recipient or a number of recipients.
Actual recipients
By default, you will be added as a recipient. To add more recipients, click on Add recipient, specify the type of recipient and if you're adding an employee you will be able to choose the name or if you're adding a client or other, you will be able to fill in their name.
Click Add and continue for as many guests/recipients required.
If you're adding same group of people regularly, you can even save groups. Once you have added the recipients for the first time, you can click on Save and name the group.
To load the group next time you're on the add recipient screen, click on Add an Employee Group, choose the recipient type (only for employees), tick any saved group or cost centre and all the employees and clients will be loaded.
Once the recipients have been added, the total number of recipients will be shown on the expense screen.
Number of recipients
To do
On the claim screen, these FBT related expenses will be marked with a "F" icon.
An expense can be split as below:-
You can add notes to any claim.
On the claim screen, you can see the your name, claim status, claim description, claim period, approvers, list of expenses and the total amounts.
For all the expenses, you can see the expense type name, supplier name, tracking codes, description and the total expense amount.
When the expenses are reassigned to a different category and cost centre from your default, you will see the category and the cost centres name along a "R" icon.
When all expenses lines are complete, the Submit button is enabled.
Notes can be added to the claim from any user that has access. The note is user, date and time-stamped. Notes/s are stored and any user accessing the claim will see the notes. |
You can delete an expense from the expense edit screen and the receipt is moved back to your receipt vault in case you need to use it again.
You can delete a receipt from the receipt vault. It will be deleted permanently.
Once your claim is submitted for approval all of the associated receipts are removed from your vault and archived. They will still be attached to the claim and viewable. |
Mobile App - Only Unlinked Receipts are Shown When Adding a New Expense in a Cash Claim
When a user adds an expense within a cash claim on the mobile and tries to choose a receipt from the vault, the system will now show only the receipts that haven’t been linked to any expense.