• What is a mobile "quick" expense and how is it different from a regular expense
  • Which functions can a user perform with regards to managing their expenses and reports?




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    Which functions can a user perform with regards to managing their expenses and reports?


    Among other things – mobile users can add, view, and edit expenses and expense reports (including report status and expense details); create mobile "quick" expenses (for items such as meals) as well as edit or delete them; take a picture of the associated receipt; create new expense reports; attach downloaded credit card transactions and mobile "quick" expenses to an expense report; and submit reports.

    Users can check the available features by device here: http://www.concurtraining.com/customers/tech_pubs/MobileDocs/Feature_List_by_Device.pdf


          1. What is a mobile "quick" expense and how is it different from a regular expense?


    Mobile users can create mobile "quick" expenses. Unlike regular expenses, mobile "quick" expenses are not yet added to an expense report. Think of a mobile quick expense as a placeholder or a notepad. Assume that the user has a couple free minutes and a receipt in their hand. The user can generate a mobile quick expense using basic information such as date, amount, expense type, and then attach the receipt image. The user can save the mobile quick expense and then add it to a report later when they have more time to provide additional details, such as, attendees, car mileage, and itemizations.

    Mobile users can also create expenses while a report is open, automatically adding the expense to the report.




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    Which functions can a user perform with regards to managing their expenses and reports?

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