Is it your first time using Nexonia Expense or maybe you need a refresher? This article leads you through Nexonia's best practices for creating and submitting expense reports.
Add Receipts using the Nexonia Expenses Mobile App
Step 1: Download the Nexonia Expenses Mobile App on your iPhone, Android, or Blackberry mobile device.
Step 2: Login to the app with your Nexonia username and password.
Step 3: Tap the Receipt button and choose an expense report to add to.
Step 4: Snap a photo of your receipt and click Use Photo.
Step 5: Enter in any necessary details and click Save.
Create your Expense Report
Step 1: On your Nexonia (online) homepage, click the Expenses tab.
Step 2: Click Add Report.
Step 3: Enter a Title for your new report, and click Save.
Step 4: Your expense report is created. From here, add receipts or expenses. For more in-depth information, view our video on Submitting Expense Reports.
Please Note: You can login and submit expenses in Nexonia on behalf of another person. For example, as someone's assistant or secretary. For information on doing so, view our article on How to Proxy on the Web.
Creating Expenses from Card Transactions
Step 1: On your Nexonia Expenses Mobile App homescreen, tap Transactions.
Step 2: Tap the transaction you'd like to add, then click Create new item.
Step 3: Choose an expense report to add the expense to.
Step 4: Add a receipt to the expense and add additional details. When complete, tap Save.
Step 5: Go to www.nexonia.com to add card transactions online. From your homescreen, click the Expenses tab.
Step 6: Choose an expense report to add the expense to.
Step 7: Click Add from Card Transaction.
Step 8: Choose a category for your chosen transaction and click Create and Close.
Adding Receipts using Nexonia on the Web
Step 1: On your Nexonia homepage, click the Expenses tab.
Step 2: Choose an existing report to add to, or click Add Report.
Step 3: Click Add Expense Item.
Step 4: Click Add Receipts and use one of the four listed methods.
- If uploading, choose a receipt from your computer. When complete, click Save and Close.
- To email a receipt, sent an email to firstname.lastname@example.org using the same email address associated with your Nexonia account. Attach receipts to the email and each will be uploaded as a separate expense.
For further information, view our article on Adding Expense Receipts on the Web.
If you're an Approver in your company, start approving expenses by clicking the Approvals tab on your Nexonia homepage.
- Entire report: To approve a whole expense report, click Action followed by Approve.
- Individual expenses: To approve individual expenses, click into the expense report. Then, click Action followed by Approve.
For further details, view our Approving Expenses article.
For any additional details on getting started with Nexonia, view our User Guide to Nexonia Expenses on the Web.
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