Mobile Credit Card Claims
Written by Rafi Mubarak
Updated at August 8th, 2025
Table of Contents
From the Claim List on the mobile, you can edit and submit these claims.
The credit card claim is presented with the Claim Header. This includes the claim period and Approvers. The claim header can be closed to display just the expense list.
.png)
How to edit a credit card claim
The workflow for editing an expense is the same as the desktop.
Any expense id in 'Red' needs completing. Click on the expense line and it will take you to the edit screen. See the example below.
- The receipt is missing, and this can be attached by using the 'Camera' icon
- All the mandatory fields have to be completed.
Attaching a missing receipt to an expense line
On import of the expense line from the credit card feed, ProSpend will search the claimant document vault for the matching receipt based on the amount. If no match is found, there are two options to attach a receipt
- Click on blue camera icon to display the receipt vault and search for the receipt.
- If the receipt is not in the vault, the blue icon can be clicked again to either take a photo or upload from the camera image library
.png)
Expense is now complete. All mandatory field are complete and receipt is attached. You can click on the receipt icon to view the receipt.
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.
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.
.png){kind=small}
Mileage expenses on the mobile