Here’s how to use your Expend card with the Expend mobile app to capture transactions and record expense details on the go.
Recording an expense
1. Pay with your Expend card.
You’ll get a notification which you can tap to open the app and immediately start completing the expense report.
2. Select the transaction.
When you open the app, the latest transaction will appear on the main Inbox screen, and also on the Cards screen beneath the card you used. Tap the transaction to open a detailed view.
3. Add a receipt.
Tap the Add document button to add a receipt (or other relevant documents). You can take a photo, attach a photo from your library, or attach a file.
To take a photo, select Take Photo, tap the shutter button. You can take as many photos as needed.
To attach a photo from your library, tap Photo Library, and then select the photo you want to attach.
To attach another type of file, such as a PDF document, tap Attach File, tap Browse if prompted, and then select the file you want to attach.
When you are done, tap the ✓ button in the top right-hand corner.
4. Enter details for the expense.
Under Items, you'll see an entry for the full amount. Tap this item to record expense details:
If thee are multiple items with different categories, you can change the Amount at the top and then add further items after saving the current one.
Tap Category and select an option from the list.
If necessary, tap Tax Type and select the relevant rate. An option will be suggested for you based on the category you choose.
(Optional) Tap Description and enter a note.
Tap any of the optional tracking fields to expand the field and select a value.
Tap Save item.
If necessary, you can now tap Add another item. The remaining balance will be shown by default.
5. Save your expense.
If your expense is ready to be saved, or submitted for review, tap the Save button, and then select either Save to save it as a draft, or Save & Submit to submit it for review.
Once the expense is saved, your expense details and attachments will be uploaded to Expend. If your company is connected to an accounting platform (Xero or QuickBooks), these details will be synchronised automatically, depending on your organisation’s sync settings.
Editing expense details
You can edit your expense details after the expense has been saved. Simply go back to the Inbox screen and select the expense again. You can edit the expense details and add additional attachments.
To add another attachment, tap the ··· button in the top right-hand corner and then tap Add document. You can also delete the document that is currently showing.
Tap Save to update and synchronise the expense details.