About

Submit an expense

My Precursive

1. Navigate to the 'My Precursive' tab
2. On the 'Expense' component click 'New'
3. Fill the information in the window that pops up by making sure that:
   • You have selected the 'Project Expense' tab
   • You enter the Project/Phase Name and select one of the available 'Expense Categories'
   • You add your Expense
   • Add any additional Revenue generated on the back of that (optional)
4. Click 'Save & Submit' or 'Save' only if you want to add it as a Planned Expense to submit later

If instructed by your manager to do so, you can also submit Non-Project-related Expenses by selecting the tab ‘Non-Project Expense’ when adding a New Expense as showed above.

Precursive Mobile App

1. To see the list of expenses in the mobile app go to the Expense tab at the bottom navigation bar. 
2. To add a new expense tap on the 'New' button.
3. Fill in the details of the expense:

• Select if it is a project related or non-project expense 
• If it is a project expense, select the project and expense categories (Note - only active projects with expense categories will display on this list)
• Enter the dates
• Input the cost or revenue or both, depending if it is a chargeable expense
• Add notes if needed
• Hit ‘Save’ to create a Planned Expense or 'Save & Submit' if you're ready to submit your expense.

Add attachments

Enabling adding attachments to your expenses requires some additional setup. So, if this option is not available for you, contact your System Administrator to enable this feature. When enabled, you will be able to attach receipts and invoices to your expenses as described below.

My Precursive

1. Click on the Expense Record (i.e. EXP-8) that you want to add an attachment to
2. In the 'Notes & Attachments' component, click 'Upload Files'
3. Click 'Submit for Approval'

Precursive Mobile App

To add an attachment, first you need to create the expense. From there:
1. Select Expense Detail
2. Select 'File' at the top of the screen and choose one of the following options: 

• Pick from Camera Roll
• Take a Photo or Video
• Salesforce file

3. Upload the file and click on 'Post' at the top right of the screen. This will create a chatter post related to this expense and add the file as an attachment.

4. To remove the file from the Expense once the post is published, click on the drop down on the right of the Expense's post and select Delete. You will be asked to confirm that you want to delete the post. Once you delete it, the file will disappear from your record.

Recall and edit expenses

If you need to edit a submitted Expense or delete it, you can Recall the expense and make the necessary edits. If you haven't submitted it yet, you can still follow the steps below to edit your Expense and you can edit it directly without recalling it.

My Precursive

If you need to edit an Expense you have already submitted, navigate to the 'My Precursive' tab and find the 'Expenses component

1. Un-toggle the 'Show only unsubmitted expenses' button to visualise all expenses submitted this month
2. Click on the Expense Record (i.e. EXP-8) and click the 'Recall' button
3. Make the necessary edits and click 'Submit for Approval' (or the 'Delete' button if you need to delete the record)

Precursive Mobile App

1. Click on the Expense Name to visualize its details.
2. On the Expense Page tap 'Recall' and then confirm you action in the pop-up window.

Related Resources 

Adding Project Expense Categories & Budget