Receipt EXPRESS-Mobile Entry

1. How to use Receipt EXPRESS

2. Once logged into the app, you will see an option for Receipt EXPRESS.
3. Within Receipt Express, you can do any of the following:
   1. Access your repository 
      1. Click on the icon to add receipt.
   2. Take a picture of a new receipt by clicking on the  icon to open up the camera.
      1. Snap a photo and click on Retake or Use Photo
   3. Access your mobile photo gallery
      1. Click on the  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
   
7. 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.
   
8. Click Next
9. Chose an expense type and then fill in any required field (marked with * asterisk).
10. Click Next.
11. Click on the  to add another receipt with Receipt Express or click Next.
12. If the receipt is being added to an existing report, you have the option to update the Cover Page.
13. If the receipt is being added to a new report, the Distribution and Cover Page will need to be updated.
14. 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

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. 
   
2. You can 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.
3. 
4. Once you click Search, the system will retrieve all credit card transactions that match within the range selected.
   
5.  If the matching transaction is found, click on the transaction and click Next.
6.  If you can not 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 alert click on the  icon on the tool bar.
8. Click on the 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 to save
11. Click Next