If you have already captured details about the expense using the Zeno Expense mobile application, you will see these details displayed as a mobile card (in blue) on the left-hand side of the screen.
To create a new expense claim from a mobile card...
- From the Expenses menu, ensure the Cash & Other Expenses tab is selected.
- Drag and drop the card onto the grey rectangle, as shown in the following screenshot...
Zeno Expense will automatically create a new expense claim using the details from the mobile card, as shown in the following screenshot...
Details from the card will automatically be transferred to the new expense form.
Note There is a maximum file size limit of 10MB per attachment. - Enter any missing details about the expense into the required fields along with any notes or comments you wish to add to support the claim.
- Enter any mandatory/optional information.
- Click the SUBMIT button to send the claim to your approver.
Tip If you’d prefer to save the item for a later submission, click the SAVE button. When you return to the card view you will see this item marked as NOT SUBMITTED. If you wish to send all your NOT SUBMITTED items to your approver in one go, simply use the SUBMIT ALL button. This will submit all outstanding items on the right-hand side of your screen (including any RETURNED items).
- From the Cash & Other Expenses tab, click the SWITCH TO LIST VIEW link.
- Select the ADD EXPENSE button.
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Select Out of Pocket Claims from the Account type drop-down list, as shown in the following screenshot...
- Select one of the following ways to attach a tax invoice...
- Click on the +TAX INVOICE icon and search your network for the correct file, OR
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Select MOBILE CONTENT from the ITEM HISTORY drop-down menu, as shown in the following screenshot...
This will display the most recent items captured via the mobile app or by email.
Drag and drop the mobile card onto the form or click PAIR WITH THIS EXPENSE ITEM, as shown in the following screenshot...
Details from the card will automatically be transferred to the new expense form.
Note There is a maximum file size limit of 10MB per attachment. - Enter any missing details about the expense into the required fields along with any notes or comments you wish to add to support the claim.
- Enter any mandatory/optional information.
- Click the SUBMIT button to send the claim to your approver.
| Tip |
|---|
| If you’d prefer to save the item for a later submission, click the SAVE button. When you return to the card view you will see this item marked as NOT SUBMITTED. If you wish to send all your NOT SUBMITTED items to your approver in one go, simply use the SUBMIT ALL button. This will submit all outstanding items on the right-hand side of your screen (including any RETURNED items). |