Receipts in OpenAir Mobile

Receipts are expense items that contain information about costs incurred by employees and collected in expense reports. You can use receipts to record your expense items.

To add a new receipt to an expense report, go to the Receipts tab and tap the add icon (iPhone) or (Android) on the expense report screen.
To view or edit an existing receipt, tap the receipt you want to edit.

The receipt form shows the same information as the Edit receipt form in OpenAir.

The information about the form depends on your OpenAir account configuration controlled by your account administrators.
If your account is configured to require one expense report per project, the Customer and Project details are populated automatically when creating a receipt and they are read-only.
If your OpenAir account allows you to select a Payment type on receipts, the default payment type and payment type settings in OpenAir Mobile are the same as in OpenAir. Payment status options (reimbursable or non-reimbursable) and the default payment status are also based on the OpenAir account settings.

There may be three receipt types depending on the configuration of your OpenAir account.

Regular receipt — default receipt type.
Foreign Currency — use this receipt type, if you incurred the expenses in a currency other than your

base currency.
Mileage receipt — use this receipt type for mileage rates, if available.

Note:

You can choose the receipt type when adding a new receipt but you cannot change the receipt type when editing an existing receipt.

1	Top bar — The top bar includes the following functionality: To save the receipt and return to the expense report, tap Done. See Adding or Editing Receipts. To discard any changes and return to the expense report, tap Cancel (iPhone) or the cancel icon (Android).
2	Receipt summary — The receipt summary gives a quick overview of your expenses, and lets you perform certain actions, depending on your role permissions and on the expense report status. See Receipt Summary on Expense Reports.
3	Tabs on the edit receipt screen: The Details tab navigation lets you view or edit all receipt details. The Details tab is described in this table and pictured in the screenshot above. The Attachments tab navigation lets you view or add attachments. Attachments are listed in reverse date order (most recently added attachment first). See Expense Attachments in OpenAir Mobile. The Policy tab navigation shows any applicable restrictions and limits for the expense item as per the project expenses policy. Foreign Currency, is the receipt you use if you incurred the expenses in a currency other than your base currency.
4	Receipt form — To add or edit any information about the form: If the line includes a caret icon on the right tap the line and select an option or to enter additional information about a subform. You need to select or enter all required information with the mention Required before you can save the receipt. Note: To view the ID and phase of a task on a receipt, tap the caret icon next to the Task line. If the line includes a toggle, tap the toggle to change the value. The toggle shows in grey when Off and in green when On. For text and number fields, tap the line and use the on-screen keyboard to enter a value, tap the clear icon to clear the existing value. For date fields, tap the line and pick a date from the calendar, tap the clear icon to clear the selected date.
5	Foreign currency — To create a receipt you use if you incurred the expenses in a currency other than your base currency: Tap the Foreign Currency tab. Enter the details of the receipt on the form, such as tax location, payment type and receipt status.
6	Price — To enter the price of the foreign receipt and receipt currency.
7	Notes — You can add some additional notes before saving the receipt.
8	Attachments — You can add or delete attachments directly from the form. To add an attachment, tap the attach photo or file button, then: Tap the Open camera option and take a picture of the attachment. Tap the Select photo from library option and choose the file from your library. Tap the Select file from cloud (iPhone) or Select file(s) from documents (Android) to select a file on iCloud or documents on your device. To remove an attachment, tap the cross icon in the top right corner of the attachment you want to remove.

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