Create Expense from Receipt Image in Mobile App does not default correct payment type

[USWsdymerski]

Please explain:

When receipt image is taken with mobile app, and then choose to create expense from it, no payment type is shown to select. When that expense is moved to a report, the payment type shows as Out of Pocket (happens on mobile app and computer website). Default payment type for user is supposed to be Company Paid.

IF instead you start from within the report, and create a manual expense and then attach the image as the receipt, the expense defaults to Company Paid, as it should be.

Is this expected behavior? I just need to know so I can guide the users with company cards how to manage receipt images in the app.

[KevinD]

@USWsdymerski is the user assigned to one of the below groups? I'm asking because these are the four with Company Paid set as the default. Also, I've reached out to our mobile support team to see if this is expected behavior. I did find an article in our knowledge base that says Mobile quick expenses do not look at policies, forms and fields or payment types, so my guess is this expected behavior. I'll confirm when I hear back from our mobile team.

 

[USWsdymerski]

Yes the user is assigned to one of those groups. If an expense report is created, then an expense created manually on the mobile app, it defaults to Company Paid. If a receipt image is converted to an Expense (with no payment type associated yet), then moved to an expense report it defaults to Out of Pocket. In reading older articles/posts this seems to be expected behavior. I have given the user 2 workarounds: (1) do not convert receipt image to expense, leave as receipt, then create expense and attach receipt; Company Paid will default or (2) feel free to covert receipt images to expenses and then ON THE COMPUTER, move the expenses to a report, then select all expenses (via checkboxes on left) that need Payment Type changed and select Edit button to Mass Edit and change the Payment Type to Company Paid. Since user has a delegate preparing reports on the computer, I suggested option 2 as best for them since the user likes to categorize the receipts right away by converting them to expenses after taking a photo of the receipt.

[KevinD]

@USWsdymerski our mobile team confirmed that Mobile Quick expenses (an entry made outside of the expense report) is hard coded to Cash payment type and doesn't look at the default payment type assigned to the user's group. The behavior you are seeing is expected behavior.