Mobile Reimbursement
Written by Rafi Mubarak
Updated at August 8th, 2025
Table of Contents
Mobile reimbursement claims
There are two ways a reimbursement claim can be created on the mobile app.
- Option 1 - from the 'add receipt' function
- Option 2 - From the 'create new claim' function
Create from add receipt
Once you have added a receipt, you can add it to a reimbursement claim.
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about adding receipts on mobile.
Choose to create a new claim or add to an existing claim. The expense line is created and the receipt scanning process starts.
Complete the mandatory fields
- Choose the expense type
- Complete the mandatory fields.
Add an expense from the claim
From the claim menu, choose new reimbursement. The 'from to' field is mandatory to create a reimbursement claim.
On Save, the new claim is created and the approval workflow is assigned.
Add expense and receipt
Click on Add expense.
Option 1 - You can attach a receipt by clicking on the blue camera icon and choose a receipt from the vault. Any of the details that have been entered at the time of receipt capture will be used to update the expense lines.
Option 2 - Click on the blue camera icon from the vault screen and snap a receipt. The scanning will commence, or can be overridden by entering the amount manually.
Add notes
You can add notes to any claim.
Notes can be added to the claim from any user that has access. The note is user, date and time-stamped. Notes/s are stored and any user accessing the claim will see the notes.
Claim screen
On the claim screen, you can see the your name, claim status, claim description, claim period, approvers, list of expenses and the total amounts.
For all the expenses, you can see the expense type name, supplier name, tracking codes, description and the total expense amount.
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When the expenses are reassigned to a different category and cost centre from your default, you will see the category and the cost centres name along a "R" icon.
Submit claim
When all expenses lines are complete, the Submit button is enabled.
Once your claim is submitted for approval all of the associated receipts are removed from your vault and archived. They will still be attached to the claim and viewable.
Delete expenses
You can delete an expense from the expense edit screen and the receipt is moved back to your receipt vault in case you need to use it again.
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Mileage expenses on the mobile