How to Raise an Expense Request using Yomly Mobile App

The Yomly Mobile App allows you to raise Expense Requests in the same way as the web application.

Step 1: Access the Expense Module

You can access the Expenses section in two ways:

• Tap the Menu icon → select Expenses, or
  
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• Tap the Quick Links icon → select Expense Request.
  
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Step 2: Create a New Expense Request

1. Tap Add Expense Request.

2. Enter a Name for the request and tap Next.
   
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3. (Optional) If you would like to assign a Cost Center to this expense:

   • Tap Add under Cost Center.

   • Select and assign the relevant Cost Center.

4. Tap Add under Expense Items.
   
   

5. You will see two tabs: Receipt and Details.

6. On the Receipt tab:

   • Select and upload a picture or document related to the expense.

   • The file can be uploaded directly from your Camera, Gallery, or Files as well.

   • Once the document is selected, tap Next to proceed.
     
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7. On the Details tab.

   • The OCR scanner will automatically extract and populate values from the uploaded receipt.

   • You may also update the details manually if required.

8. Update the following fields:

   • Date of the expense

   • Expense Type

   • Description (optional)

9. Tap Save.
   
   

Step 3: Submit for Approval

1. Once all expense items are added, tap Send for Approval.

2. The request will automatically be forwarded to the Expense Approval Pipeline defined by your business.
   
   

✅ Your Expense Request is now submitted for review and approval.