Creating an expense report in the Acumatica APP

This article will help you create an expense report in the Acumatica App

Expense Reports on App

1. Throughout the month:
   1. Log into Acumatica App
   2. Select Expense Receipts
   3. Select the plus sign in the bottom left corner to create a new record.
   4. Enter details of each individual expense.
      1. Date – Date of when you incurred the expense.
      2. Expense Item – What type of expense is this.
      3. Description – What is this expense for?
      4. Quantity – This should always equal one except when you are reimbursing mileage. Enter number of miles driven if expensing mileage.
      5. Amount` – How much did this expense cost?
      6. Image – Select the camera Icon in the top left corner. All purchases must have a receipt attached. If you do not have an image, please explain why in the description.
      7. Select Save
   5. Repeat for each expense for the month.
2. At the end of the month:
   1. Log into Acumatica App
   2. Select Expense Claims
   3. Select the plus sign at the bottom right corner to create a new record.
   4. Enter details for your expense report submission.
      1. Date – Date should be the last day of the month for which you are submitting your expense report.
      2. Description – Description should say “Current Month Expense Report.”
   5. Select the receipts you would like reimbursed.
      1. Select “Add Receipts” in the bottom right corner.
      2. Select the expenses you are requesting reimbursement for.
      3. Hit the checkmark in the bottom left corner.
      4. Go back to the expense claim.
      5. Select Save
      6. Once you are sure all expenses for the month have been recorded, select the 3 dots in the bottom right corner, then select submit.