Create, edit, or delete an expense

Create an expense entry

1. Open the Staffology HR mobile app.

2. On your Home screen, in the Ready to Submit section, next to the Expenses recorded tile, tap the plus (+) icon. This opens the Record Expense screen.

   

   • Alternatively, go to More > Expenses and tap the plus (+) icon to open the Record Expense screen.

3. Tap Date From and select a date.

4. Tap Type and choose an option from the list.

5. Tap Zone and choose an option from the list.

6. If needed, tap Units to add the expense units.

7. Enter the Total amount of the expense.

   

8. If needed, tap Notes and enter a comment about your expense entry.

9. Tap Next.

10. To add a receipt, either tap Camera to take a photo or choose a photo from your Photo Library.

    • If you do not want to add a receipt, select Save Without Receipt.

11. Tap Save.

12. Your expense entry is now saved and ready to submit for approval.

    

Submit an expense

13. On your Home screen, in the Ready to Submit section, tap on the Expenses recorded tile. This opens the Expenses screen.

14. Tap on the circle within the tile of the time entry you want to submit.

    • Alternatively, go to More > Expenses and on the relevant expense entry, tap on the circle within the tile to select it.

15. To submit the entry, tap the arrow at the bottom-right.

    

16. In the confirmation pop-up, tap Yes.

17. You have successfully submitted your expense entry for approval. To check its status, from Home, go to More > Expenses > Expenses Submitted.

Edit or delete an expense

You can edit or delete an expense not yet submitted for approval if you have the appropriate permissions.

1. On the Home screen, under Ready to Submit, tap Expenses recorded.

2. Tap on the tile of the expense you want to edit or delete.

   • Do not select the circle box as this will select the entry for submission.

3. In the entry details screen, tap:

   • Delete to remove it.

   • Edit to update the expense. After editing your entry, select Save.