Adding and Linking Receipts to Expense Reports (Mobile)

Receipts are uploaded in Nexonia Mobile through the users' camera application. Users can either directly capture a receipt using their phone's camera, or upload a receipt from their camera roll. From there, users can add the receipt directly to an expense report.  

Step 1: Tap the + icon on your mobile dashboard.

Step 2: Upload a receipt by capturing it using your phone's camera, or uploading an image from your phone's library. 

Step 3: The receipt appears in your Receipt Wallet. Add the receipt to an expense report or expense item by clicking on your Receipt Wallet, selecting a receipt, and tapping the Move To icon. 

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Linking Receipts to Expense Reports

Nexonia allows users to link receipts to expense items on the mobile app just like it does on the Web.

Once you have moved your receipts to an expense report from your Receipt Wallet, you can link upload and link it to an expense item by doing the following:

Step 1: Click on the expense report that you want to link your receipts to.

Step 2: Tap on the Receipts tab.

Step 3: Select the receipt you want to link to the expense report and tap the "Link" button in the bottom left corner.

Step 4: You will be given the option to choose to link the receipt to a new expense item, a new expense item from Credit Card, or to an existing expense item.

If you choose to link the receipt to a new expense item or new expense item from Credit Card, the expense item creation menu will open.

If you choose to link the receipt to an existing expense item, a list of all eligible expense items will populate and you can select which item to link the receipt to.

Step 5: Once the receipt is linked to an expense item, the paper clip icon on the main expense report will turn green.