How to Report an Expense Cheat Sheet

How to Report an Expense in Workforce Management Application

Goal 1: Report an Expense Using the Android/iOS App

The Field User submits an expense update via the Android/iOS app, including image capture for proof 📱.

To report an expense using the Fieldmobi App:

1. Open the Fieldmobi App

2. Tap on your Organization

3. Select Report an Expense

4. Fill in the details:

   • Expense Category

   • Expense Incurred On (Date)

   • Expense Amount

   • Image Proof of the expense

   • Supporting Documents (if any)

5. Tap Submit
   

Goal 2: Report an Expense on the Dashboard

Manager or Team Lead can create an expense report for an employee directly from the Dashboard 💻.

Note: Any Expense Reported from the Android/iOS App has to be approved on the Dashboard