Creating and Submitting Expense Reports (Nexonia Mobile)

Users can create and submit expense reports on the Nexonia mobile app. 

Creating a New Report

Step 1: From the home screen, tap New. 

Step 2: A new report is created.  Edit the report title and tap Save. 

Creating Reports from Receipts

Step 1: In your Receipt Wallet, select an unassigned receipt. 

Step 2: Tap the Move To button at the bottom of the screen.

Step 3: On the Select Report screen, tap New. 

A new expense report is created. The receipt will appear unlinked until a new expense item is added to the report. 

Creating Reports from Transactions

Users can create expense items using credit card transactions on the Nexonia mobile app. The user must be assigned a credit card feed and there should be transactions in the feed, for which the expense items can be created. On the home screen of the app, users can see how many unused transactions are in their feed.

Step 1: To create an expense item, tap 'New' next to the Reports section. 

Step 2: Tap on 'Add item' and opt for 'Add from Credit Card' from the menu.

Step 3: Choose from the transactions available in the feed, enter details to the expense item and save.

Within the expense report, users can identify card transactions by the credit card icon that displays on expense items.

Submitting an Expense Report

Once all expense items, receipts, and transactions have been added to an Expense Report, tap Submit at the bottom right of the screen.