How do you add Expenses from the Mobile App?

There are two location where Purchase Orders and Expenses can be added on the Mobile App. From the main log in screen click the Add Purchases icon or from inside a project, click on the Purchases icon

Mobile Add Purchases
Mobile Purchases

The Purchases Icon will also allow you to Edit existing purchases created previously.

Add a Purchase

  • Select the Project name
  • Select to create an Expense or a Purchase Order by answering Yes or No for A PO number
  • Enter a Price to Save and come back to Edit later if you are making a purchase
PO Number

Complete requested information on the form

  • Select Vendor
  • Enter Date of Purchase
  • Enter total Purchase Amount
  • Select Payment Method (added via web under Accounting>Expenses>Payment Types)
  • Add description (optional)
  • Add photo of Receipt
  • Select Cost Codes (you may use multiple)
  • Enter values for selected cost codes
  • Save in upper right
PO form

Click + Select Project Cost Codes to add or remove selected codes. The list of available cost codes are those in the project with Expense Types that are eligible for Purchase Orders such as Materials (.M), Equipment (.EQ), Other (.O), Overhead (.OH)

* What if I don’t see the cost code I need? If you don’t see the cost code you need for the purchase in the list, it will need to be added by the Project Manager. Since the cost code can be changed in the web portal before approval, you can still submit by selecting the closest code and make a note in the Description cell.

Cost code screen

Click to Add your purchase receipt. It will allow you to take a photo or Browse for an image you have taken and saved on your device.

*What if my receipt is too long or more than one page? Only one photo can be attached here but if you are unable to capture the entire image in one shot, a PM or Accountant can upload a pdf document from the web portal.

Adding Receipt photo

Edit a Purchase

To Edit an Expense or Purchase Order, enter the Project and click on Purchases icon. A list of Purchases will appear, click on the record you would like to Edit to open the form.

Edit Purchase

Update the form as desired. You can even view the receipt that has been previously uploaded.

View Edit receipt

Next Topic: What are some Frequently Asked Questions on Expenses Module?