Enter Mobile Project Expenses

ProjectStream 365 Mobile allows for the entry and submission of project expense reports.  For more a more comprehensive look at Project Expenses refer to the Project Expense Overview article.

Create a new Expense Report (header)

Procedure

  1. Navigate to Menu / Project Expenses
  2. Click New
  3. Complete the Expense Report (header) form

Complete Expense Line (details)

Procedure

  1. With the Expense Report header open, click on Details Tab
  2. Click + Add New Expense Detail
  3. Complete the Expense Detail form
Note

From the expense header, a user can use the phone or tablet camera to capture an image of a receipt and attach to the expense report

Still need help? Contact Us Contact Us