Yes, users can code transactions on the mobile app either during receipt capture and while creating an expense report draft.
No, however, they can edit transaction coding on the Expense Track website.
No, coding is not a requirement for submitting a receipt image. Coding is not mandatory at all on the mobile app. Only the date (populated with current date) and the amount are required for submission. However, your Administrator may set the Note field as a requirement.
Yes, the coding screen in the mobile app is the same as the coding screen on the website. It will have the same coding values and segments that are set up during your company’s implementation to Expense Track.
Yes, the Notes or Purpose field (the website field that populates the notes from the mobile app) can be populated into the export file which is imported into your ERP system.
Mobile approval is available for all transactions in Expense Track, both Comdata Mastercard and reimbursable expenses entered.
If accessed from a transaction then yes, the defaults will show. If accessed from receipt capture, it does not default because the expense item is unknown at that time. For best practice, any user with default coding should code only transactions from the mobile app that are allocated differently than the default.
Coding on the mobile app is optional in all aspects, but if a user chooses to code in the mobile app, it will follow the same rules for the segments required in the website.
No, you can access the website from any mobile device without using the mobile app; however, the receipt capture feature is available only on the mobile app.
Once your device connects to the internet, the receipt will automatically upload to the website. If not, go to the Receipts screen, swipe right on a receipt, and then tap the Cloud button to manually upload it.
Yes, if you saved the expense reports or uploaded receipt images, the drafts will save and be available on the Expense Track website. However, if you could not upload the receipts due to the mobile app being offline (not connected to a network), or you did not save an expense report draft, you will lose that data if your phone is lost or stolen.