Expenses using Horizon Mobile App

To submit an expenses claim via the mobile app, you must first create expense items, which are then attached to a report.

Mileage

• To create an expense for mileage, select the Mileage icon from the Home Screen.
• Select Type, to choose which type of vehicle, select the date of the journey and enter where you started and finished your trip.
• Enter the distance of the journey.
• If you are travelling between campuses, use the total distance.
• If you are starting or finishing from your home, please deduct your normal home to work mileage – and make a note of this in the description field.
• You do not need to include an attachment.
• Select Save to return to the Home screen.
• The View and Upload icons will now show a number beside them.

Subsistence - Use camera to photograph receipt

• Click on the Camera icon, and your device's camera will activate.
• Take a photo of the object and confirm with the on-screen tick.
• Select Type to choose the expense type from the menu – for example Dinner.
• Enter an amount, and additional information – such as location and description.
• Select Save to return to the Home screen.

Subsistence - Use existing gallery / photo roll image

• To create an expense item, use the quick add function at the top of the screen.
• Select Type to choose the expense type from the menu – for example Lunch.
• And enter an amount and click Add.
• The view function lists all the expense items you have created, but the numeric value on the Home screen denotes how many are ready to be submitted.
• Select View.
• The App shows a warning message that the Lunch expense item is missing an attachment.
• Edit the expense item by clicking on it.
• Since I have the receipt on my device, I select Attachments and Photo Gallery and choose the image I have of the receipt and confirm with the on-screen tick.
• Add in additional information – such as the date, location and description.
• Click Save once again to close the expense item and return to the View screen.
• Select the hamburger to return to the Home screen.

Submit Expense Items 

• Click on the Submit icon, to create an expenses report and attach expense items to it.
• Items with a green tick will be included in your report.
• Simply click on each item to select / de-select it.
• Click on Create (top right).
• Enter a purpose, such as a short description and date or location.
• Click on the Submit arrow (top right).
• This opens a menu which allows you to submit, save, add further expense items or cancel.
• Add More allows you to create new or associate any additional existing expense items to your report.
• Save allows you to pause your submission, and return to it later.
• Cancel simply closes the menu.
• select Submit to submit your report.
• A final message appears asking to accept the expense policies.
• Select Agree.

Your expenses report will now be submitted.

You can use the Horizon (HR) website to manage your expense reports. The App and your device's camera can be used to scan and upload paper receipts.

• See the Step-by-Step guide above to create an expense item in the mobile app, such as mileage or subsistence.
• Use the View function to first check your Expenses Items are completed correctly.
• Click on the Upload icon.
• Only items with a green tick will be uploaded.
• Simply click on each item to select / de-select it.
• Click on Upload (top right).
• Your expenses will now be uploaded.
• Once in the Horizon system, under the Apps section, click on the Expenses tile.
• If not already highlighted, click on the Expenses Items Section.
• You will see the items you uploaded from the Mobile App.
• To add these items to an existing report, click on the Add to Report dropdown and select the desired report.
• To add these items to a new Report, click on Create Report and enter a Purpose before selecting Add Existing from the Expense Items section.
• Simply select the items you want and Click OK.
• When you are ready, click the Submit button.
• The Submit button will only be available once you have confirmed that you have read and accepted the corporate travel and expenses policies