Add an Expense

You can add an expense with or without using your mobile device's camera.

When you use Capture Expense, ensure that you enable ComputerEase Field to do the following:

• Take pictures

• Record video

• Access photos and media

To add an expense:

1. On the Pending tab or Submitted tab, tap .

2. Tap one of the following:

   • To add an expense without using a camera, tap Manually Add Expense.

   • To add an expense using a camera, tap Capture Expense. And then, capture a picture of a receipt and review its details before submission.

     Note: When you are using a browser, you need to use your file browser to attach an image of the receipt.

3. On the Create Expense screen, complete the following required information:

   1. In the Expense Date field, use the calendar to enter a start date.

   2. In the Purchase Method field, tap Personal Expense or an option for a company card configured by your ComputerEase administrator. Personal Expense requests reimbursements from the company, while other payment methods use a company card.

   3. In the Type field, tap an option. The type communicates what type of cost the purchase should be classified.

      Note: When you select Equipment, Fuel, or Miscellaneous, the Equipment field and Equipment Code field will display.

   4. In the Amount field, enter an amount. This is the total amount of your expense charged to the company card, or the amount you are requesting for reimbursement.

      Note: If you captured a picture of a receipt, the Expense Date field, Merchant field, Amount field, and Receipt\(s\) section are automatically filled.

4. Optional: Where applicable, enter information or tap an option for the following fields:

   Field	Description
   Equipment	When Equipment is selected in the Type field, this field is required. Completing the Equipment field displays the Equipment Code field, Equipment Hours field, and Equipment Description field. Depending on your company admin settings, you may not have equipment available. In addition, any equipment that is not assigned a selectable equipment code is not displayed.
   Equipment Code	When Equipment is selected in the Type field, this field is required.
   Merchant	Enter the company where the purchase was made.
   Job	Tap a job option where the cost should be charged to. Completing the Job field displays the Phase field and Category field. If the job option selected has a Phase or Category configured by default in ComputerEase, the Phase field and Category field are automatically filled.In addition, any job that is not assigned a selectable phase and category is not displayed, except for T&M jobs which will always be displayed.
   Phase	Enter the phase the job should be configured to. Any phase that is not assigned a selectable category is not displayed.
   Category	Enter the category the job should be configured to.
   Description	Enter the explanation of what was purchased.

5. Tap Create.

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Related Topics:

Use Quick Capture to Add an Expense
You can use Quick Capture as a faster way of adding an expense.

Parent Topic:

Expense