Monograph's mobile app is a great way to track your time on the go. If any expenses need to be recorded, whether related to a project or a general overhead cost, they can also be easily captured within the app.

Continue reading to learn more about how to upload expenses to Monograph using the mobile app.

Click on the Expenses icon at the bottom of the mobile app to view a list of any recent expenses that you have added to Monograph via the web or mobile app. All expenses will be ordered chronologically, with the most recent appearing at the top.

New expenses can easily be added by scanning the receipt or manually entering the information. Click on the "+" button in the bottom right corner of the app to add a new expense.

To search for an expense that has been previously added, click on the 🔍 (Search) icon in the upper right corner of the Expenses page.

From here, type in the search terms for the specific expense(s) that you're looking for. Expenses can be searched by category, project, and overhead.

If the search term matches both a project/overhead and an expense category, the same expense card will be shown twice. If there are no matching results, then no results will appear. Click Cancel to exit the search and go back to the Expenses page.

When adding an expense, the expense information can either be captured automatically by taking a photo of a receipt and extracting the data, or manually by uploading a photo of the receipt and entering all of the necessary expense information on your own.

To create an expense by extracting data from a receipt, select the Capture receipt option when adding a new expense. Upon making the selection, you'll be required to grant permission for Monograph to access your camera.

After granting access and capturing or uploading the receipt photo, the expense date, amount, and category will be extracted from the receipt. This process may take up to 15 seconds and the information can be reviewed before the expense is submitted. If you'd prefer to enter the information manually, click Skip this step.

Select the project/overhead that the expense should be associated with and review the extracted information that was added for the expense category, date, and dollar amount. Finally, select whether the expense is billable/non-billable and reimbursable/non-reimbursable before clicking Save.

To create an expense manually, select the Add expense manually option when adding a new expense.

A new screen will appear where you can manually upload a receipt, as well as select the associated Project/overhead, Expense category, and Date for the expense.

Adding a receipt manually can be accomplished by taking a photo or uploading one from the photo library. If selecting "Photo library", you will be required to grant permission for Monograph to access your photo library in order to attach photos to your expenses. If selecting "Take a photo", you will be required to grant permission for Monograph to access your camera.

Finally, after all of the necessary information is added, select whether the expense is billable/non-billable and reimbursable/non-reimbursable and click Save.

An expense can be edited up until the time that it is invoiced or reimbursed. If an expense is included in a non-draft invoice and/or it has been reimbursed, then it cannot be edited.

To edit an expense from the mobile app, click on the expense card to open the screen that shows the expense details.

From here, any of the information that was added for the expense can be edited. This also includes any information that may have been automatically extracted from the receipt. Once all changes have been made, click Save.

If you attempt to edit an expense that is tied to an invoice or has been reimbursed, a view-only screen will be shown, along with a message to confirm that the expense cannot be edited.

An expense can be deleted up until the time that it is invoiced or reimbursed. If an expense is included in a non-draft invoice and/or it has been reimbursed, then it cannot be deleted.

To delete an expense from the mobile app, click on the expense card to open the screen that shows the expense details. Once here, scroll down to the very bottom of the expense and select Delete (located under the "Save" button).

A pop-up will appear to inform you that deleting an expense cannot be reversed. To proceed with deleting the expense, click Delete again, or click Cancel to be taken back to the expense.

Since expenses that are tied to an invoice or have been reimbursed cannot be edited, they also cannot be deleted. Instead, a view-only screen will be shown, along with a message to confirm that the expense cannot be edited or deleted.

No - you can only log expenses on behalf of other users when using Monograph on a computer.

The mobile app is intended to be used by a team member to track their own timesheets and expenses. To view expenses logged by all team members, please use the Expense report while on a computer by navigating to Time & expenses > Expenses.

After an expense is submitted in the mobile app or the web app, it will appear in the other area as soon as the page is refreshed.

If you add an expense to the mobile app, refresh your computer browser and the expense will appear. If you add an expense using the computer browser, drag the Expenses page down within the mobile app to refresh the page and the expense will appear.