You can get access to the new mobile app from the NCRTS website and from different Mobile Application stores like App Store, Google Play etc.
NCR Technosolutions (NCRTS) believes that every organization likes to provide a quick and easy way for their employees on the move to be able to log the travel expenses along with receipts and submit for approval. Organizations also expect quick approval processing of the submitted expense sheets. The Travel expense app does exactly that and much more. Check the Travel expense app Business Benefits to understand the set of business benefits and the full set of features the app provides.
Professionals working in any organization who travel for business reasons or normal people who want to log and track their expenses. Business users will typically include corporate users like Information Technology professionals, Sales personnel, Service Technicians, Consultants, Retail workers, Executives or workers in plant / warehouses / factories, Students in high schools, colleges etc.
It will work on any IOS, Android, Windows Mobile devices both in mobile phone and Tablet form factor. The app is designed for IOS 5.0 and higher and Android 4.0 and higher. It will work well on Iphone 4, Iphone 4S, Iphone 5 and above. It will work in Ipad Mini, Ipad 2 + and also in Ipad 3 with Retina display. In android devices it will work on devices with sizes ranging from 3.5" to 10.6".
Following are the benefits of this App, a. Cloud based mobile application for Travel expenses. b. Runs on IOS, Android, Windows, and Blackberry. c. Easy to use, intuitive application. d. One App designed for Business, personal and group travel. e. Designed with inputs from real life heavy duty business trip and personal trip travelers. f. Enforce corporate travel expense policy and controls. g. Corporate administrator control for business travel users.
The corporate employee data are stored securely in cloud database. You can deploy the app in your own private cloud or within your company firewalls. The app doesn't store any data in the mobile device.
To provide increased security and prevent unauthorized access, the corporate administrator from your organization can define the restrictions on the email ids and the passwords which can be used. Your administrator can restrict login with only the corporate email id and can also put certain restrictions on the minimum no of characters the password have to be, what special characters the password needs to contain etc.
To provide increased security and prevent unauthorized access, your corporate administrator can control whether the app can be accessed from any device or only from registered devices. If the app is restricted to be used from only registered devices then the administrator can control up to how many maximum devices can be registered for each registered user.
To provide increased security and prevent unauthorized access, you will be automatically logged out from the device where in you had logged in earlier. This will notify the user if someone unauthorized is attempting to use the app from any other device.
: You can download the new mobile app from the NCRTS website and from different Mobile Application stores like App Store, Google Play etc.
You can buy this application individually or as part of the NCRTS Enterprise app suite. Pricing depends on the no of users, the length of the subscription and if the app is purchased in isolation or as part of our app suite. Please contact our sales team at + 1 609 945 9281 to know more or email at email@example.com
We have 24 X 7 customer service. You can also register an Issue with our website. We also have a Chat support and email support.
Yes the application has been developer in such a way that the enterprise administrator in your organization can customize it and adapt it for your organization without any coding effort. There can be one or more no of administrators for the application from a company.
A corporate user can register for this application in two ways: a. Self register from the app and provide user logon to the corporate administrator to include the user as a company registered user. b. The corporate administrator can register an employee as a user of the app and provide the login credentials.
In the login screen, there is an option of tapping on "Forgot password". You have to enter your registered email id and then an email will be send to your registered email id with a link to reset the password corresponding to the user associated with that specific registered email id.
First login to the application with your user id and password. Upon successful login you will come to the Home screen where you will be presented with 4 options: Create Expense View Expense Member Expense Approve Expense Click on Create expense and you will be presented with a form to enter the expense report. Select Trip Type, Trip start date, Trip End date, Project Name and Client Name and then save. Tap on "Add Expenses" to add expenses. Now you will be presented a form to enter specific expenses for the date selected in the calendar at the top of the screen. (You can only select a date which is within the Trip start and end date). You can add expenses by specifying the expense type, the $ amount, if the expense if billable, if expense is reimbursable or company paid and if the expense is a shared expense. You can add receipts pertaining to that expense type. You can also add notes for the expense and then save. In the same manner you can add more expenses for the same date and expenses for the various dates within the trip start and end date. Finally you can save the expense sheet. You can return to the home screen by clicking on the home icon from any screen. You can then review the expense sheet / report by clicking on Period View to see a summary of the expenses by day. You can click on the day view for any day and view the expenses entered for that specific day. Finally after reviewing the expense sheet you can return to the View expense list and submit the same by clicking on the submit button.
For first time users while filling the details for your Expense Report, you need to provide details like: Trip Type: It's the nature of your travel, whether it's a personal, business travel. Period From: Start of your Journey Period To: Return date to your base location Project Name: The project for which you needed to travel Client Name: The client on whose behalf the travel was done.
: If you are in the Create expense Overview screen, you can tap on "Add expenses" and you will be presented a screen, where you need to fill up the particulars of individual expenses for a particular day. You can select the date for which you want to enter the expense by selecting the date from the calendar towards the top of the screen. Please fill up the type of expense incurred, and the amount of money expensed. Select whether the Expensed amount is Billable to the company, or Reimbursable or Company Paid. Upload any receipts that are available for the Expense incurred, finally press save to save your expense details.
Yes, you can add more than one expense items in a day. Login -> Create Expense -> Add Expense -> Add Item
To enter the expense for a specific date, please follow the path Login -> Create Expense -> Add Expense -> Add Item, Select the required date from the Top Date Panel. Note , the dates other than the mentioned dates in the Expense Report are disabled. Hence you cannot enter expense for any date outside of the Travel dates.
While inserting the details for the items in the Expense report, click on the receipt field to add receipts to the items. You can add a receipt by taking a picture with the camera of the mobile device or add a previously taken picture of your receipts. Receipts are visible along with the expense types in day view screen or in the Edit Expense screen and can be viewed by the user submitting the expense report as the Approver. You can also view the receipts by tapping on "View Receipts" button / icon in the Add expense or Edit Expense screen of the application.
While adding item on the Expense Report or while editing the expense, click on the Billable field checkbox to uncheck it. Note: Any item marked as Billable (check box checked), will be reimbursed by the Company & Vice versa.
We can view the details of an expense report by clicking on the Period View button. This shows you the details with respect to a single report for which the period is already set. Follow the steps as mentioned: Create Expense -> Add Expense -> Period View. In period view, you will see the total expensed for each day of the trip. You can further tap in the "View day" for any day to see the details of the expenses logged for the specific day.
To view the list of expenses report filed with respect to the status of submission please Follow the steps: Login > Home screen> Tap on "List Expense". On the screen listing the expense reports, tap on "By Status" to filter the list of expenses by the status of the submission. In each of the listed expense reports the status of the expense report is clearly visible.
To view the list of expenses report filed with respect to the status of submission please Follow the steps: Login > Home screen> Tap on "List Expense". On the screen listing the expense reports, tap on "By Period" to filter the list of expenses. In each of the listed expense reports the status of the expense report is clearly visible. By default the last 3 expense sheets will be shown.
From the screen "View Expenses" you can click on "Period View" icon against the specific expense report to go to the Period View screen (which gives the total expenses by days). Tap on "View day" against a specific date and you will come to the "Day View" screen where you will see all the expenses captured for the specific day listed.
To approve the expense report the manager must follow the steps below . Login -> Home screen > Select Approve Expenses. You will come to a screen with a list of expenses submitted by employees for whom you are the approving manager. Select the expense report by clicking on the checkbox next to the expense report and click on -> Approve or Reject or Resubmit. You will get a pop up to enter approval notes and then submit the expense sheet. This action will either approve or reject the expense report or will ask the employee to make some corrections to the expense report and then resubmit.
To ask the employee to resubmit an expense report after the necessary corrections, the approver must follow the navigation below. Login -> Home screen > Tap on "Approve Expenses". You will come to a screen with a list of expenses submitted by employees for whom you are the approving manager. Select the expense report by clicking on the checkbox next to the expense report and click on "Resubmit". You will get a pop up to enter approval notes and then submit the expense sheet. This action will ask the employee to make some corrections to the expense report and then resubmit.
Just follow the mentioned steps: Click on Approve Expense -> Select the Expense report you wish to send for Reject -> Click on Reject button.
Already submitted reports can be edited till it is approved or rejected. For editing submitted report, follow the steps: If the expense report has been approved or rejected by the manager the same can't be edited. If the manager hasn't yet approved or rejected or has send back the expense report for Resubmission, the same can be edited. Click on List Expense -> Search for the Report you wish to edit -> Click on Edit. This will let you edit the Travel expense report. You can click on add item and in the screen that follows you can select the date and the expense item and click on edit to edit the specific expense item. You also add new expense to the Travel expense report. Note: Reports already approved or rejected cannot be modified under any circumstances.
In many trips employees travel in groups and share expenses during dinner, lunch, Taxi etc. In such a situation it becomes important to keep a tab on who is paying for which expense on behalf of the others. In the group travel expense report, you can add members who are part of the trip and hence eligible to add expense items to the expense report. This facilitates each tracking of the member's expense payments.
If the trip type if "Group Trip" then, we can add members while creating a report. The add member option is only enabled for group trips. In the Create Expense screen, tap on "Add member" field, and you would be on the Add member screen. In this screen you will see the member already belonging to the expense sheet in the list with a "Check" mark against them. You can search for members by email or names to list the members. You can check the members you want to add to the Expense Report. Select the members who wish to share the expenses with, and then tap on the Add Expense button. This will add the selected members to the Travel expense report and will be visible in the Create Travel Expense screen.
You can remove members from a travel expense report. However this is only possible if there are no expense items submitted by the member in that expense report.
Member View is one of the options a user of the application can tap in the home screen. Member view is applicable only for Group trips. In the Member View page you will see a listing of the Group trip where the member is the creator of the expense report or is one of the members of the expense report. The Member view of the expense report shows the amount each member has paid in the trip with an option to drill down to the specific expense items. (It is assumed that the member who paid for the expense trip log the expense item in the expense report).
Help can be accessed by simply clicking on the Settings Button and selecting App Help.
We can share the link for the app over social media, where your friends would be able to know about the application and then subsequently join the application. This is now an Enterprise application available to the employees of the organization you are working for. You can do this by clicking on the setting icon from any page and then click on "Share with social media".
At any point of time, from any screen, you can tap on the Settings icon and selecting the option "Log Out".