Offline Expense Entry

Offline expense entry allows the user to create expense entries offline, then later sync them to the only version once a proper connection may be established. The following is a guide to entering expense data offline and then later syncing to the online mode.

On the OFFLINE DASHBOARD select the Out of Pocket option

This will bring the user to the upload options, user can choose to select a picture from the device's Album, Camera or to process with only the free text entry method.

For an Album or Camera, simply choose or take a picture.

Next, the user will be taken to the actual form for user input (this is the same for all three methods of expense entry offline)

Date
Vendor
Currency
Business
Receipt Description

Click Done to save the expense

Once saved the user can view, edit or delete the existing offline expenses or choose to add more.

For this example, we will now move this saved offline expense to the online mode.

Click the < or Done checkmark in the user bar to return to the dashboard.

Next, click the GO ONLINE option, then yes to confirm

This will switch the device back into the online mode of DATABASICS

Once logged into the online version click Receipt Express from the dashboard

From Receipt Express the user should now see the offline icon, click it

On the popup, the offline expense record may be imported

Now the user can then add the transaction to a regular online report