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The Expenses mobile app allows you to upload expenses from your mobile phone, including photos of receipts.
Installation of Mobile Expenses App
- Install the app.
- When you launch the app for the first time, you will need to enter the URL address for Selkirk.Enter your Username, client (SK) and password
- Be sure to enter the entire URL, including the initial https:// and final forward slash /
- Log in with your Selkirk email, the same way you would in UBWdo in the web browser U4ERP.
Expense Reimbursement and Travel
- Login to mobile app. The main screen will appear. This is where you will be able to upload receipts, expense lines, PCARD expenses and mileage.
2. Choose which type of expense you would like to submit - Mileage or Expenses (travel or expense reimbursement)
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3. To enter an expense, choose the expense type you would like to submit. Enter the corresponding information for your expense and upload a receipt.
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NOTE: All expenses categories will show in this screen. Unless you are submitting a PCARD expense, DO NOT use the PCARD expense types. These are for PCARD statements and you will not be paid out for these expenses |
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Fill in the date, description, amount and work order for your expense. You will be able to search for your work order if needed.
5. Once your expense has the correct information entered, click Save to save your expense
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7. The expense lines will now be imported into your travel expense, including the receipts you uploaded. Fill in the appropriate outstanding information and send for approval as you would your other expenses. The receipt you uploaded from the app will also appear in your expense.
Mileage
- Open Unit4 Expenses app. Click Mileage at the top of the screen
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3. The screen will bring up a From and To box for you to enter your destinations for mileage. Search in the fields for the destinations for your mileage claim and click done once they are entered. NOTE: Please enter your mileage from address to address. For a return trip, pull down on the 'To' box and enter your waypoints.
4. The travel route will appear on the screen. Click done if the destinations shown are correct. If needed, click edit to edit the route you are submitting your mileage claim for.
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5. The mileage claim will now appear in your expenses. Ensure you change the date of the mileage claim to the date you travelled to those locations. The google maps will automatically be attached to your claim. Once your mileage claim has been updated, Click Save.
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