Intro:
In the previous videos, we discussed how to track mileage and use the application. In this video, we will cover expense tracking and reporting.
 
Getting Started
If your organization has enabled the Expense feature, you will be able navigate to the transactions tab in the application. If you don't see it right away, it may be under the "Show More" section. You should see the Transaction and or Fuel options in your application depending on your company's enabled options. If you don't see them, you may need to perform a complete data sync or ensure that you are logged into the correct account. If you believe you are missing an option, please contact your administrator to verify if they have enrolled in the expense capture portion of Trip Log.
 
Just to recap some of the basic settings briefly, if you haven't allowed the necessary permissions for the camera or storage, you may need to enable those to properly use the features like automatic receipt capture. For more information, please refer to the previous videos on required permissions.
 
Transaction
To begin capturing a transaction, you can click the blue plus symbol to add a new transaction. You can either enter the information manually or import a receipt.   When using the automated receipt capture, you have the option to take a live picture or use a photo from the library on your device.  If you have not allowed the Camera or storage access it will prompt you.  Accept it and continue. Receipt capture is an optional service, so you may not see this option if your company has not enabled it.
When accessing your library, you may need to navigate to the location where the photo is stored, this may differ depending on your device and operating system.
 
Transaction capture
When using the live capture, please ensure that the surface is well-lit and the receipt ideally flat and in focus. The app will have you crop the picture and submit.  Once submitted it will attempt to import the data from the image using OCR.  Please validate the data on the import before saving as due to the variance and quality of print on some receipts there might be incorrect information.
 
Once saved you can update the correct or additional information on the expense and save it.  The app will only allow for you to import standard images from the library.  If you need to attached other documents like PDF receipts then you would need to use the Web dashboard to upload them as is.  A tip if you only use the app is to take a screenshot of the document that you need to attach so it will be able to be used on the app.
  
For Expense submission please refer to the previous video about submission.  Note that if your organization has any spending limits or expense requirements like receipts or tags then you will receive an error and a note to correct the expense that has the issue.  If you have additional questions please contact your Triplog administrator for assistance.