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How to use Receipt EXPRESS

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1. Once logged into the app, you will see an option for Receipt EXPRESS.
2. Within Receipt Express, you In the drop down next under ‘*Select an expense report:’ select weather you would like to create a new report or add to an existing report.
3. Select the arrow to add a single receipt, To add multiple receipts, use the checkmark then click APPLY, and if you have a receipt you would like to attach that is currently not in the list you can do any of the following:
   1. Access your repository Click on the Image Removedicon mobile photo gallery by clicking on album icon Image Added to add a receipt/attachment.
   2. Take Taking a picture of a new receipt by clicking on the Image Removed icon to open up the camera.the camera icon Image Added 
      1. Snap a photo and click on Retake or Use Photo
   3. Access your mobile photo gallery
      1. Click on the Image Removed icon to access the gallery.
      2. Select image and click on Next
4. Make a selection from any of the options above.
5. In the Action field, select one of the following:
   1. Action - Save Receipt & Go Back - Allows you to save the receipt and takes you back to the Receipt Express page.
   2. New - Travel Expenses - Creates a new report and the expense related to the receipt can be created.
   3. Select an saved report -Allows you to add an expense with the receipt to an existing report.
6. Click Next
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7. 1. 1. .
      2. Click Done, then click on the checkmark to save the picture.
8. Expense details will be filled in or may need to be filled in if not picked up with OCR. This will depend on the orientation and quality of the image.
   
9. Click NextFor corporate credit cards look in section below before moving onto step '6.'
10. Click on the arrow to go next.
11. Chose an expense type and then fill in any required field (marked with * asterisk).
12. Click Next.
13. Click on the Image Removed to add another receipt with Receipt Express or click Next.
14. If the receipt is being added to an existing report, you have the option to update the Cover Page.
15. If the receipt is being added to a new report, the Distribution and Cover Page will need to be updated.
16. Click Submit to exit the report by choosing one of the options below:
    1. Access Full Report - See the full list of expense in the report
    2. Exit - Exit without saving any changes
    3. Save as Draft - Saving all changes and placing report on Hold
    4. Submit - Submitting report for approval
17. After finish applying the selected receipt(s) then it will take you to the full view of the report, While you are in the report you could submit or save as a draft to complete the report in later time.

For Corporate Credit Card Transactions 

1. If the payment type is for a corporate credit card the system will attempt to match the receipt with a credit card transaction that has been loaded into the application. If the transactions could not be found a notice window like below will appear. 
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2. You can click on the Image Added icon select a start and end date along with the Min and Max amount to see if you find the match. Note: The receipt amount may not match the loaded credit card amount due to tip that may have been added.
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4. Once you click Search OK, the system will retrieve all credit card transactions that match within the range selected.
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5.  If the matching transaction is found, click APPLY on the transaction and click Next.
6.  If you can not cannot found the transaction in the search list the credit card transaction may have not been loaded into the application. In this case you can set up an alert to notify you when the transaction is available. 
7. To add a an alert click on the Image Removed Image Added icon on the tool bar.
8. Click on the Image Removedto Image Added icon to add a new alert.
9. Enter in the information of the transaction you would like to receive an alert. You can also enter in an alternate email to receive alerts.
10. Click Apply  NEXT to save the alert
11. Click Next

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1. Back arrow to return to credit cards transactions.