Add Expenses from App

Technicians can log and manage expenses directly from the DreamzFSM mobile app. This article walks you through the steps to add a new expense, search for existing ones, and view all recorded expenses from your mobile device.

Overview

The Add Expenses feature in the DreamzFSM mobile app allows technicians to record job-related expenses on the go. From the More menu, technicians can navigate to the Expense section, search for expenses by code, view previously added expenses, and add new ones by filling in the required fields and attaching any supporting files before saving.

Here is a reference video:

Steps to Add an Expense from the App

Step 1 – From More, go to Expense

Open the DreamzFSM mobile app and tap on the More menu. From the list of available options, select Expense to navigate to the Expense section.

Step 2 – Search by Expense Code

Use the Search by Expense Code field to look up a specific expense quickly. This is useful when you need to locate a previously recorded expense for reference or editing.

Step 3 – View Already Added Expenses

The Expense list displays all previously added expenses. You can review details such as the expense code, business name, expense date, amount, paid amount, and payment status for each entry.

Step 4 – Hit the Plus Icon to Add a New Expense

To add a new expense, tap the plus (+) icon on the Expense List screen. This will open the Add Expense form where you can enter all the required details.

Step 5 – Fill All the Necessary Fields, Add Files and Save

Complete all the required fields in the Add Expense form, including the business name, expense type, account number, payment method, description, amount, and any applicable terms. Attach any supporting files such as receipts using the Add File option, then tap Save to record the expense.

Step 6 – Added Expense is Shown in the List

Once saved, the newly added expense will appear in the Expense List. You can view its details, status, and other information directly from the list.

Tips for Adding Expenses from the Mobile App

• Always attach a receipt or supporting file when adding an expense to ensure accurate record-keeping and easy reimbursement processing.
• Use the Search by Expense Code feature to quickly locate a specific expense instead of scrolling through the full list.
• Double-check all fields such as the amount, payment method, and expense type before saving to avoid errors that may require correction later.
• If an expense needs to be billed to a customer, make sure to check the Bill to Invoice option and link it to the correct invoice before saving.
• Review the Expense List regularly to keep track of all recorded expenses and their payment statuses.

Frequently Asked Questions

How do I access the Expense section in the mobile app?
Tap on the More menu in the DreamzFSM mobile app and select Expense from the list of available options to navigate to the Expense section.

Can I search for a specific expense in the app?
Yes. You can use the Search by Expense Code field at the top of the Expense List screen to quickly locate a specific expense by its code.

What information do I need to fill in when adding a new expense?
When adding a new expense, you will need to fill in details such as the business name, expense type, account number, payment method, description, amount, and terms. You can also attach supporting files such as receipts.

Can I attach files or receipts to an expense?
Yes. The Add Expense form includes an Add File option that allows you to attach receipts or other supporting documents before saving the expense.

Where can I view the expenses I have already added?
All previously added expenses are displayed in the Expense List screen, which you can access from the More menu. Each entry shows details such as the expense code, business name, date, amount, and payment status.

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