Expenses Summary

The Expenses Summary for mobile has been designed to be easy to use and display all the information you need about your current expenses and expenses history. For information on how to add an expense, please see Adding a general expense.

 

Expense Summary

On the Summary you will be able to see a chart that displays all the information about your total expense claims and their status for the current financial year to date. By clicking the arrows beneath this chart, you can see more statistics for either the financial year or the month to date.

On mobile, the expenses summary is only ever displayed for the current user, regardless of user status. Currently, approvals are only available for iOS users. Approval for Android and Windows devices is coming soon.

 

Expenses

If you select the Details tab on the Summary page, you will be able to view a list of your ten latest expenses. You can view these in greater detail by either clicking the expense, or by swiping from right to left on the expense and clicking View. From here you can view the details such as the date incurred, cost and status. Click Cancel to go back to the Latest Expenses list.

You can also view any pending submissions by clicking the Pending Submissions tab. This will show a list of the latest expenses that you have not yet submitted. Expenses will not be submitted on Clarity365 for mobile unless you have internet access. If you add expenses, timesheets or absences while offline, these will be saved until you submit them. To submit these expenses swipe right on the expense you wish to submit and click Submit.

 

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