Sage Intelligent Time and Expense Mobile FAQs

1. Select Create expense report.

2. Enter information in the required fields.

3. Select Save.

For more information, go to Create your expense report.

On the Home page under To do's, select Latest expense report.

1. Select the side bar.

2. Select Expense reports.

• The Active tab includes draft expense reports only.

• The All tab includes expenses reports with the following statuses: Draft, Approved, Declined, Reversal, Reversed.

  You can reverse expense reports using Sage Intacct only.

1. Select the side bar.

2. Select Expense reports.

3. Select an expense report.

1. Select the side bar.

2. Select Expense reports.

3. Select an expense report.

4. Make your changes.

5. Select Submit.

For more information, go to Edit an expense report.

You can edit your expense reports when they are in the Draft status only.

Expense reports are saved automatically.

1. Select the side bar.

2. Select Expense reports.

3. Find your expense report and fully swipe to the right.

1. Select the side bar.

2. Select Expense reports.

3. Enter one of the following options for Filter by:

   • Reason for expense

   • State

   • Date

You can delete your expense reports when they are in the Draft status.

You can also delete expense reports that are Declined or Partially approved.

1. Select the side bar.

2. Select Expense reports.

3. Find your expense report and fully swipe to the left.

For more information, go to Delete your expense report.

You cannot recall expense reports using the mobile app. Use Sage Intacct to recall expense reports.

For more information, go to Recall expense reports.

You cannot reverse expense reports using the mobile app. Use Sage Intacct to reverse expense reports.

For more information, go to Reverse an expense report.

An admin enables electronic receipt inbounding in Sage Intacct.

For more information, go to Automate employee expenses.

1. Select Create receipt.

2. Choose Select from photos.

3. Select the expense receipts.

4. Select Save.

1. Select Create receipt.

2. Select Take new photo.

3. After you take a photo, select the checkmark.

1. Select Create expense report.

2. Enter information in the required fields.

3. To add expense receipts, select Add (circle).

4. Choose Select from photos, Take new photo, or Choose from open receipts.

5. Upload the expense receipt.

6. Select Save.

For more information, go to Electronic receipts.

1. Select the side bar.

2. Select Expense reports.

3. Select an expense report.

4. To add expense receipts, select Add (circle).

5. Choose Select from photos, Take new photo, or Choose from open receipts.

6. Upload the expense receipt.

   To upload another expense receipt, repeat steps 4 to 6.

7. Select Submit.

1. Select the side bar.

2. Select Receipts.

1. Select the side bar.

2. Select Receipts.

3. Select an expense receipt.

1. Select the side bar.

2. Select Receipts.

3. Select an expense receipt.

4. Make your changes.

5. Select Save.

For more information, go to Field descriptions: Select electronic receipts.

1. Select the side bar.

2. Select Expense reports.

3. Select an expense report.

4. Select an expense receipt.

5. Make your changes.

6. Select Submit.

For more information, go to Field descriptions: Select electronic receipts.

1. Select the side bar.

2. Select Expense reports.

3. Select an expense report.

4. Find the expense receipt and fully swipe to the left.

5. Select Confirm.

1. Select the side bar.

2. Select Expense reports.

3. Select an expense report.

4. Select an expense receipt.

5. Select > Split.

6. In each entry, select an Expense type.

7. In each entry, enter an amount.

   To add another expense entry, select Add split.

8. Select Save.

1. Select the side bar.

2. Select Receipts.

3. Select an expense receipt.

4. Select Delete.

• Used. The receipt is attached to an expense report.

• Draft. The receipt is not attached to an expense report.

• Analyzing. Sage AI (Artificial Intelligence) is analyzing your receipt.

There are two ways that you can approve or decline an expense report.

1. Select the sidebar.

2. Select Expense approvals.

3. Find an expense report and do one of the following options:

   • To Approve the report, fully swipe to the right.

   • To Decline the report, fully swipe to the left.

1. Select the sidebar.

2. Select Expense approvals.

3. Select an expense report.

4. Select Approve or Decline.

5. Optionally, enter a Note.

For more information, go to Approve expense reports.

On the Home page under To do's, select Pending expense approvals.

Your expense report status is Approved.

1. Select the sidebar.

2. Select Expense approvals.

• Submitted. Your expense report is submitted.

• Approved. Your expense report is approved.

• Declined. Your expense report is declined.

• Partially approved. Your expense report is partially approved.

• Partially declined. Your expense report is partially declined.