Create an Expense from a Transaction in ExpensePoint Mobile App.
To Create an Expense from a Transaction, go to the My Transactions module from the Expense tab's bottom navigation menu.
From the Transactions List, you can swipe left to get the Create an Expense option.
Alternatively, you can tap the Transaction and choose the Create Expense option.
Finally, another way to Create an Expense from a Transaction is by going into the hamburger menu in the upper right corner of the screen and tapping on the Select option. From there, choose Create Expense; if you have selected multiple Transactions, choose Create Expenses.
Next, you'll need to choose the Expense Report to which you would like to attach these Expenses.
You will notice that this Expense from the Transaction will display the Report Requires Editing tag.
By tapping on it, you will see the Expense notifying you about the possible match, which you can resolve through the Verify Match function. Learn more about Verify Match.
Tap on the Expense, and you can now enter the details for the Expense to proceed with the Expense Report.
Note: The Receipt could be attached to the Expense once you resolve it through the Verify Match.
Learn more about how to Create an Expense.