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Expense Print Bundle

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Open Live TopicSelected Topic: Expense
Included Topics

Expense

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Use ComputerEase Field to record and track employee expenses. You can add and attach images to your expenses using ComputerEase Field.

Related Topics:

Access the Expense Screen
You can manage your expenses on the Expense screen.

Sort Expenses
You can sort your pending and submitted expenses.

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

Edit an Expense
You can edit an expense before submitting.

Delete an Expense
You can delete an expense before submitting.

Submit Expenses
Submit expenses to send selected expenses to ComputerEase for posting and payment or reimbursement processing.

View Submitted Expenses
You can view your submitted expenses and their status in ComputerEase Field for reference.

Access the Expense Screen

Open live topic

You can manage your expenses on the Expense screen.

To access the Expense screen:

  1. On the lower pane, tap Menu.

  2. Tap Expense.

    This displays Pending and Submitted on the lower pane.

Related Topics:

Access the Pending Tab
On the Pending tab, you can view your pending expenses that need to be submitted to ComputerEase.

Access the Submitted Tab
On the Submitted tab, you can view your expenses submitted to ComputerEase and the current status of each expense.

Parent Topic:

Expense

Access the Pending Tab

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On the Pending tab, you can view your pending expenses that need to be submitted to ComputerEase.

To access the Pending tab:

In the lower pane, tap Pending.

Parent Topic:

Access the Expense Screen

Access the Submitted Tab

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On the Submitted tab, you can view your expenses submitted to ComputerEase and the current status of each expense.

To access the Submitted tab:

In the lower pane, tap Submitted.

To search an expense type, use the search field and enter a value contained in an expense. For example, search for a merchant, job number, amount, and so on.

Parent Topic:

Access the Expense Screen

Sort Expenses

Open live topic

You can sort your pending and submitted expenses.

To sort your expenses:

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

  2. Tap one of the following options:

    • Date Ascending

    • Date Descending

    • Amount Descending

    • Amount Descending

Parent Topic:

Expense

Add an Expense

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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.

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

Use Quick Capture to Add an Expense

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You can use Quick Capture as a faster way of adding an expense.

Quick Capture has the same function as Capture Expense. When using Quick Capture, ensure that you enable ComputerEase Field to do the following:

  • Take pictures

  • Record video

  • Access photos and media

To use Quick Capture:

  1. On the lower pane, tap Menu.

  2. Tap Quick Capture to open the mobile device's camera.

  3. Capture a picture of a receipt.

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

  4. On the Create Expense screen, proceed with reviewing or editing the information as needed.

  5. Tap Create.

Parent Topic:

Add an Expense

Edit an Expense

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You can edit an expense before submitting.

To edit an expense:

  1. On the Pending tab, tap an expense.

  2. On the Edit Expense screen, edit information as needed.

  3. Tap Save.

Parent Topic:

Expense

Delete an Expense

Open live topic

You can delete an expense before submitting.

To delete an expense:

  1. On the Pending tab, select an expense.

  2. Complete one of the following:

    • Swipe an expense to the left and then tap Delete.

    • Tap an expense, and then on the Edit Expense page, tap Delete Expense.

  3. On the Confirm Delete dialog box, tap Delete.

Parent Topic:

Expense

Submit Expenses

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Submit expenses to send selected expenses to ComputerEase for posting and payment or reimbursement processing.

To submit an expense:

  1. On the Pending tab, select the expenses you want to submit.

  2. Complete one of the following:

    • Swipe an expense to the right, and then on the Confirm Submit dialog box, tap Submit.

    • Tap the check box of the expenses you want to submit, and then tap Submit. On the Submit expenses? dialog box, tap Submit.

Parent Topic:

Expense

View Submitted Expenses

Open live topic

You can view your submitted expenses and their status in ComputerEase Field for reference.

To view a submitted expense:

  1. On the Submitted tab, sort the expenses or search for the expenses you want to view.

    When you perform a search, you can search for details found on the Expense Details screen of an expense such as equipment, descriptions, and so on.

  2. Tap an expense to display the Expense Details screen.

Parent Topic:

Expense