How to save a receipt for later on a mobile device (at the moment it only works on iPhones).
1. Open AgilePoint NX Application.
2. Open applications by selecting Menu Options button.
3. Select My Apps.
4. Open Save Receipt for Later.
5. Enter the following,
Attachment of the receipt.
Ask your proxy to complete this on your behalf? Yes or No.
Select a proxy (if you selected Yes to the previous field).
6. Click Submit.
Note: You will receive a confirmation screen for a few seconds on your screen, and you will also receive an email with all the details of your form. If you selected a proxy, only the proxy will receive the email.
Inserting an attachment
1. Click the Receipt/Attachment field area.
Note: You can take a photo of a receipt by clicking Take Photo or Video, or you can use an exististing photo from your photo library by clicking Photo Library.
2. Select Take Photo or Video to take a photo of a new receipt.
3. You might get a message that AgilePoint NX is trying to use the camera. Select OK.
4. Take the photo of the receipt.
5. Select Use Photo.
6. The photo will be attached to your form, and finished all the other required fields.
7. Click Submit.
Note: You will receive a message that your form has been submitted. You will also receive an email with all the details of your receipt.
The Email Confirmation
Email confirmation will include the name of the spender, and if a proxy was selected, the task will be assigned to that person. It will include the amount, date, description and the name of the attachment. Most important will be a link that you can click to complete the submit expense process. If Google Chrome is not your default browser, you might want to copy the link and paste it in Google Chrome.
Note: You have about two weeks to process this form or it will be deleted.
If you cannot locate the notification email for whatever reason, you can still go to AgilePoint, Menu Options button , and My Tasks.
My Tasks will include all the Submit a Receipt for Later forms that you had submitted or that were sent to you as a proxy.
Click on your form and the Submit an Expense will be started.
If you wish to submit the receipts on your desktop, do the following on your Google Chrome:
1. Go to AgilePoint.
2. Select Work Center, and then My Inbox.
3. Select My Tasks tab.
To process your expense, click the Submit Expense text and select Open Task. Submit an Expense form will open, and it will include your saved receipt information so you can complete the process.