Mobile Claims

With expensemanager mobile, you can snap pictures of receipts as well as create expense reports - all on the go!

expensemanager mobile is a mobile extension of your desktop portal, so instead of downloading an app, when you go to expensemanager on your smartphone you will be automatically directed to the mobile site.

Getting started

For easy access create a bookmark on your smartphone home screen. The process is a bit different for androids, iphones and windows so if you're not sure, go to our Bookmark guide.

   Mobile bookmark

Add a receipt

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 to take a photo of your receipt.  You can either Save to Vault or Add to Claim


Save to Vault - This will start the scanning process and store the receipt in your vault.

InformationFor credit card expenses, when the expense is imported from your credit card daily feed we will smart match this receipt.

Add to a claim

If this receipt is for a cash claim you can create a new claim or add it to an existing claim.

If you want to do this straight away, enter the amount of the receipt to override the scanning process.  Your home currency will be the default and GST will also be defaulted.  You can change the GST if required.

Then click on Add to Claim


  New claim on desktop

Complete the mandatory fields

  • Choose the expense type
  • Complete the mandatory fields.  They will be indicated by a red line


Save to a claim

When all of the mandatory fields are updated, the Save button will be available.

You can either create a new claim or add this receipt and expense to an existing claim.  Choose from the drop down.

Your new claim or existing claim will be displayed with the receipt and expense.  You can continue to add as many receipts to a claim until you are ready to submit for approval.


Add recipients

If you are creating an FBT related expense type like Entertainment, you will be prompted to add in the Recipients.

Choose the type of employee, search for the employee name and + Add Recipient.

If you choose a Guest, you will be able to enter their name


If the Reason for is to be completed this will be underlined in Red.  Complete and then you will be able to add the expense to your claim 


Submit the claim

An email will be sent to your Approver and the claim status changes to Pending Approval


Deleting receipts and expenses

You can delete a receipt or expense from your smartphone.

If you delete a receipt it will be deleted permanently.

If you delete an expense, the receipt is moved back to your receipt vault in case you need to use it again.


Information Once your claim is submitted for approval all of the associated reciepts are removed from your vault and archived.  They will still be attached to the claim and viewable.    

Mileage on the mobile

From the home page on the mobile, click on the Mileage icon.

A 'blank' mileage expense will be created. Update the from and to locations.  You can add multiple destinations.

Update any additional fields that are mandatory, like Trip reason, etc.  You will be prompted.

You can add the mileage expense to a New claim or add to an existing claim.  The Google map is saved as your Receipt.