Employees in the field or on the go may prefer to enter Expenses from the mobile app, rather than from the web version of RedTeam.
In order to enter Expenses from the mobile app, the user must have a login for RedTeam and have the mobile app, downloaded to their mobile device (phone, tablet, etc.).
The user must also have permissions that allow them to enter Expenses in RedTeam. User Roles & Permissions are adjusted in the Configuration menu in RedTeam.
If you are unsure of your permissions, contact your System Admin or RedTeam Service for assistance.
User entering Expenses from the mobile can Edit them as in Draft only from the RedTeam Web application. Mobile device doesn't support editing Draft records.
Enter an Expense on RedTeam Flex Mobile
Employees can create Expenses by entering the information and receipts for both Project and Overhead Expenses.
Project Expenses can be entered against an Expense Authorization (issued in the Buyout tab of a Project) or, with permissions, by using the "No Expense Authorization" entry option.
Overhead Expenses can be added by using the Overhead entry option.
Steps:
Log in to RT Flex mobile using your Username, Password, and Company
2. From the Main Menu, tap "Expenses"
3. The main Expenses menu displays all of your current Expenses by Project
To add a new Expense, tap the New (+) icon
4. Start by selecting the Expense Type: Overhead Expense or Project Expense.
5. For a Project Expense, start by selecting Project Expense as the Type.
Select a Project and the an Expense Authorization (if no EA, see instruction on how to add an EA here)
After selecting the EA, verify the Date and enter the Amount, then select a "Paid by" option (employee reimbursement or company credit card), add a Description for the Expense (i.e. what you purchased)
Adding Photos is optional. To add a photo of your receipt, tap the Add Photo button, otherwise, tap Save
Follow the instructions on the screen to Open Camera or Go to gallery to take or select a photo (of the expense receipt)
If you choose to add a photo, you will need to fill out the Description of the expense directly below the photo.
Project Expenses with no Expense Authorization
After selecting a Project click the Expense Authorization field and then + Add New
Tap "Search projects" to search for the Project (by any part of the name or number) for which you wish to add an Expense.
Once the Project is selected, select Scope (original or a change order), Cost Code, Amount, and select a "Paid by" option.
Add a Description for the Expense under the photo of the receipt. (Photo is optional)
Click Save after you completed the form.
Overhead Expenses
For an Overhead Expense, select a Category for the Expense (Categories are set up in the Configuration menu)
Once a Category is selected, confirm the Date, enter an Amount for the Expense, and choose a Paid by option, then add a photo and Description
Tap Save
Shortcut
You can also add expenses using the quick shortcuts from the home menu, by taking a new picture or selecting one from your Gallery.
Follow the workflow below:
