Submit an Invoice

A. ADD AN EXPENSE (NEW LINE ITEM)

  • Open your Expensify mobile app.
  • Open the Expenses tab on the bottom left and select the + in the upper right.
  • Select Time
  • Edit Total Hours, Hourly Rate, and Date.
  • For Category, select 1099 Contractors
  • Comment: Enter description of work.
  • Customers: If applicable, select the client for re-billing.
  • Enable Reimbursable.
  • Billable should be enabled if the invoice is re-billable to a client.
  • Select the corresponding Report.
    • To create a new Report (aka invoice), select the + in the upper right and refer to section B for instructions.
  • Select Save.

Note: To add an image, such as a receipt or reference invoice file, re-select this Expense and click the camera icon in the upper right.

B. ENTER REPORT (Invoice) DETAILS

  • For Report Name, please follow the format:
    • INV [YOUR NAME] - REF [INVOICE #] - [DATE]
    • ex. "INV John Smith - Ref 1012 - 170115"
  • Type: Invoice
  • Policy: OFP Employee Expenses
  • Select Create in the upper right.

C. TO ADD ANOTHER LINE ITEM TO YOUR REPORT, REPEAT SECTION A.

Note: Please separate work done for different projects/departments into different line items, aka Expenses.

D. SUBMIT YOUR REPORT (AKA INVOICE)

  • Open the Reports tab on the bottom.
  • Select the applicable Report.
  • Select Next.
  • Enable Attach PDF to receive a PDF by email for your records.
  • Edit Due Date, Contact Information, and/or Payment Instructions as applicable.
  • Select Send.