Mobile Expenses: User Frequently Asked Questions

How do I log in to Mobile Expenses in the Salesforce app?

When prompted, enter the same credentials as you use when logging in to the PSA desktop app.

Can I use Mobile Expenses on an iPad or tablet?

Mobile Expenses is supported on mobile phones only. Although it has not been optimized for use with iPads and tablets, you might find it still works successfully.

Will Mobile Expenses work on any version of PSA?

You must upgrade to PSA Spring 2019 to use Mobile Expenses on the Salesforce app.

Can I pin the Expenses item to the top of the navigation menu in the Salesforce app so I can access it easily?

Yes, see Adding the Expenses Item to the Recent Section of the Navigation Menu for instructions on how to do this.

Can I add custom fields to the expense entry page in Mobile Expenses?

Yes, there is a new field set on the Expense object that allows this. The field set is called Mobile Expenses: Additional Fields in New and Edit Mode.

If you create an expense via Mobile Expenses, can you see it from the PSA desktop app?

Yes, providing the user has permission, expense records created via the mobile app or the desktop app can be seen in both apps.

What currency is used by default when I create an expense via Mobile Expenses in the Salesforce app?

The project currency is selected by default.

How do I submit an expense via the Salesforce app?

There is currently no way to submit expenses via the Expenses item in the navigation menu of the Salesforce app.

Although expense reports have not been optimized for use via the Salesforce app, you might still be able to create, submit, and approve them successfully via the Salesforce app. To associate an expense with an expense report, an administrator must have added the Expense Report field to the Mobile Expenses: Additional Fields in New and Edit Mode field set. You can then select the relevant expense report when creating the expense.

If you do not associate your expenses with an expense report, you will need to submit them using the Multiple Expense Entry UI in the desktop version of PSA.

Can I combine attachments in Mobile Expenses in the Salesforce app?

No, that is not possible.

How do I edit a saved expense?

To edit a saved expense, either tap an expense record on the Recent list and click Edit, or swipe left on the expense record from the list view and click Edit.

Can I update the project or assignment for a saved expense line?

You can only edit the Project/Assignment field for a saved expense when all of the following criteria are met:

• The Admin Global Edit field on the Expense object is true
• Audit notes are provided
• The Calculation Mode configuration option in the Actuals configuration group is SCHEDULED

If you have selected an incorrect project or assignment and saved the expense, you must delete it and create a new one.

Note:

The assignment-project-editable-after-save configuration option in the Expense configuration group does not apply when editing a saved expense via a mobile device.

Can I amend a submitted or approved expense?

No, you cannot amend them.

Note:

The allow-deletion-of-submitted-expenses configuration option in the Expense configuration group determines whether or not you can delete a submitted expense.

Can I edit an expense for someone else?

You can only edit an expense record via the Salesforce app if you are the resource named on the expense.

Why can’t I save my expense without completing the Project/Assignment field when that field is not marked as required?

To save an expense, a project, an assignment, or an expense report must be selected. This means that technically the Project/Assignment field itself is not required but a project or assignment must be selected if the Expense Report field is not on the page.

Why can’t I see my list view from Mobile Expenses in the Salesforce app?

You must open the list view in the PSA desktop app first for it to become visible via Mobile Expenses in the Salesforce app.