The Clarcity mobile app lets you add a receipt directly to an expense item or store the receipt to the My Receipts folder so that it can be added to an expense item at a later time.
To add a receipt to the My Receipts folder:
1. Open the Clarcity mobile app.
2. Select Upload receipts
3A. Select Capture Receipt to take a photo of the receipt. Wait until the message Receipt Uploaded is displayed to confirm that the receipt has been added to Clarcity.
3B. Select Gallery to add a photo which you previously captured using your phone's camera
4. The receipt will immediately be visible in the My Receipts tab and will be available to add to an expense report.
Note: Receipts can only be uploaded when your device is connected to a WiFi or cellular network.
To create a new expense item with a receipt:
1. Open the Clarcity mobile app.
2. Select Edit or view an existing expense
3. Select the expense item to which you would like to add the receipt.
4. Select Add Receipt to take a photo of the receipt. Wait until an image of the receipt is displayed in the expense item to confirm that the receipt has been added to Clarcity. You may click on the receipt image to view magnify the receipt.
5. Select Update to save the updated expense item.
To add a receipt to an existing expense item:
1. Open the Clarcity mobile app.
2. Select Create a new expense
3. Select the expense report to which you would like to add this expense item.
4. Enter the date, expense type, and payment type for this expense item.
5. Select Add Receipt to take a photo of the receipt. Wait until an image of the receipt is displayed in the expense item to confirm that the receipt has been added to Clarcity. You may click on the receipt image to view magnify the receipt.
6. Enter the amount of the expense. If any portion of this expense was not incurred for a business purpose, enter the amount that was incurred for a business purpose in the Reimbursable to employee field. Check the Billable to Client box if any amount of the expense can be billed back to a client of your organization and enter the corresponding amount to be billed in the Billable Amount field.
7. The Business Purpose and Destination or Location fields are pre-populated with the values that you selected when you created the expense report. You should modify these responses if the respective purpose or destination for this expense item differ from the responses selected when you created the report.
8. Write a description of the expense. The description may be as simple as the name of the merchant, for example "Starbucks," for small items or may be a detailed description of activities and list of attendees for large items.
9. Select all expense trackers required by your organization. Mandatory expense trackers are denoted by the * symbol at the end of the name of the expense tracker.
10. Select Create