💡Note: Before employees can submit expenses, Mobility Admin users will need to enable Expense Management.
Employees can easily create and submit expense reports through the Workia Employee Mobile App, attaching receipts and categorizing expenses as needed!
To create an expense record as an employee, on the case screen, select the Expenses button. Select "+" on the upper right side of the screen to:
Scan receipt via Camera - Using your camera, you can scan a receipt and the app automatically creates a record for you.
Use a file from your Library - If you already have a file, you can simply upload it here.
Manually Create - Fill out the details on the expense record manually.
After filling out the details, make sure to check for violations.
One or more expenses can be collected together and submitted as a report. Note that expenses with red violations cannot be submitted in a report until the error is fixed. Admins can manage what qualifies as a red violation.
💡Note: All expenses are recorded in the currency they were paid. Once you put them inside a report, the report expresses the cost in the System Currency.