Submitting Expense claims (Mobile App)

For businesses that have this function enabled, employees can manage expense claims through the mobile app. This enables them to:

• Submit new expense claims
• Edit or cancel existing expense claims
• View pending, approved and declined expense requests.

Submit new expense claims

1. Open the mobile app
2. Tap Expenses > New request
3. Select date the date on which the expense was incurred
4. Select Business (this will only appear if you belong to several)
5. Choose Expense type
6. Enter Amount
7. Enter any Notes or a description of what the expense was used for
8. Supporting documents (i.e. receipts):
   • Tap Add document to upload a file
   • Tap the camera icon to take a photo

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Cancel existing expense claims

1. Tap Expenses
2. Tap on the relevant expense claim
3. Tap Cancel request > Confirm

Edit existing expense claims

1. Tap Expenses
2. Tap on the relevant expense claim
3. Click Edit request
4. Re-enter details and re-submit.

View pending, approved and declined expense requests

1. Tap Expenses
2. Tap on the relevant expense claim to view its status. This will either be:
   • Pending
   • Approved
   • Declined (decline reason will also be visible)

Set up expense claims in the mobile app

The expense claims feature is only visible to employees if "expense type" has been set up in the Roubler business settings.