MobileApp:Expense Tracker: Difference between revisions

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=== Expense Tracker ===
=== Expense Tracker ===


Download the mobile app.
The mobile app pulls 3 months worth of records. Most current requests (by Transaction Date) appear at the top.


Google Play Store:  Search for "Crystal Computer Consulting". '''Epiphany Mobile''' should appear at the top of the list.  The app icon is our Crystal logo. <br>
When an Expense Request has been approved a green check will appear next to the record in the list.
[[File:MobileAppLogo.jpg|frameless|Epiphany Mobile App]]
<br>
Enter your username, password and server url.  


Epiphany users may use their Active Directory account to log in. If user is not an Epiphany user their username and password will be provided.
Selects the EXPENSES icon from the menu. Click the Add (+) button.  


The mobile app pulls 3 months worth of records. Most current requests (by Transaction Date) appear at the top.
Enter the following information:


When an Expense Request has been approved a green check will appear next to the record in the list.
*Date of Transaction
*Merchant/Vendor
*Select applicable category
*Total amount to be reimbursed to you
*Comment (any additional information to assist in approval of request)
*Attach Receipts
**The camera icon allows user to take a picture with your mobile device and applies it to this transaction
**The images icon allows user to select an image saved to their device
*Save by selecting the Edit icon button

Revision as of 15:50, 27 May 2021

Expense Tracker

The mobile app pulls 3 months worth of records. Most current requests (by Transaction Date) appear at the top.

When an Expense Request has been approved a green check will appear next to the record in the list.

Selects the EXPENSES icon from the menu. Click the Add (+) button.

Enter the following information:

  • Date of Transaction
  • Merchant/Vendor
  • Select applicable category
  • Total amount to be reimbursed to you
  • Comment (any additional information to assist in approval of request)
  • Attach Receipts
    • The camera icon allows user to take a picture with your mobile device and applies it to this transaction
    • The images icon allows user to select an image saved to their device
  • Save by selecting the Edit icon button