Adding a general expense in the Clarity365 mobile app is simple. Your suppliers, branches and default settings will be pulled through from the system meaning minimal input for you.
Please note, you must have a wi-fi connection in order to submit an expense. However if you submit an expense while offline, the expense will be saved so that you can submit it once you have an internet connection. For more information regarding offline mode and synchronization, please see our Settings guide by clicking here.
Adding a General Expense:
1. Tap the Expenses icon on the dashboard
2. Click New in the top right-hand corner of the screen
3. Choose the date the expense occurred
4. Enter the supplier and branch
5. Enter a description of the expense
6. To assign the expense to a customer, scroll down to Billing and select Yes, then choose from the drop down menus
7. Take a photo of your receipt by clicking Camera or upload one from your phone gallery by clicking Album or Library
8. Click Submit to send the expense to your approver for authorisation