Items captured by email or using the mobile application are placed in the "Mobile / Email Expense Items" queue.

Items in this area are considered Partial Expenses as they have not yet been finalised or may be waiting for further information (either for the Optical Character Recognition (OCR) to finish reading the details, or for the Corporate Card transaction to be received from the financial institution):

Depending on where the item is received from, either an email or mobile icon will displayed, as shown in the following screenshot...

Mobile

Items captured with the mobile application can be directed to the correct Mobile / Email Expense Item queue within the Expenses tab based on the selection of the following question.

If the wrong selection was made when the item was captured, it can easily be moved to the correct queue by selecting "Switch to Corporate Card" or "Switch to Cash & Other":

In addition, selecting "Current" will show the full list of all items captured whether cash or corporate was selected on the mobile application.

Email

For emailed items, there is NO option to switch between tabs. Emailed items are available in the Mobile/Email Expense Items queue for both Cash & Other Expenses, as well as Corporate Card Expenses. The reason for this is that there is no option to direct them to the correct queue when sending emails to the system.

However, these emailed items cannot be submitted twice. If an item has been used within an expense claim within the corporate card tab, it will be removed from the cash and other expenses tab.