Mobile App - Expense Module

Modified on Fri, 3 May at 3:04 PM

The Beanworks mobile app is now available for iOS and Android. The mobile app is an extension of Quadient AP, allowing you to access invoice approval and expense creation on the go. Learn more about the Expense Module here or by contacting your Customer Success Manager. 

Users with the following roles can access the Expende Module in the Beanworks mobile app. 

  • Expense Creator
  • Expense Administrator
  • System Administrator 

How to use the Expense module in the Quadient AP mobile app

In the Expense section of the mobile app, there are separate tabs for Receipts and Reports. 

Upload receipt image

Click on the camera icon in the bottom-right corner to open the upload menu. You can either take a photo of the receipt or upload a photo from your photo library. At this time, only one image can be uploaded per expense. 

Code the receipt

Once uploaded, you can enter the receipt coding. You can save the receipt at any point and pick up coding again in the app or on the web. Click Save when the receipt is fully coded to move it to the Reports tab. 

Complete the report

In the Report tab, click on a report to see the report overview and all receipts associated with it. When your report is ready, click the Submit button in the bottom-right corner. The submitted report will move to the Invoice module to be processed. 

Click the Delete Report option to delete the report if needed. The receipts associated with a deleted report will move back to the Receipts tab. 

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