iphone gettingstarted

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  • 8/8/2019 iPhone Gettingstarted

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    Getting Started GuideiPhone

    Effortless Expense Reporting

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    Table of Contents

    Download ProOnGo Expense..3

    Create New Expense..4

    Create Mileage Expense..6

    Create Time Expense....7

    Create Expense Report....8

    Sync Credit Card....9

    Web Portal:

    Add Expense..10

    Edit/Delete Expense.11

    Create Report...12

    Troubleshooting....13

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    Download ProOnGo Expense

    Open the iTunes App Store and Search for ProOnGo Expense

    Select the app and choose Download

    The app will download on your iPhone

    As soon as ProOnGo Expense finishes downloading, open up

    the app and login.

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    Create a New Expense

    Open ProOnGo Expense on your iPhone

    Tap Newin the top-left corner of your screen, then select

    Regular Expense

    Take a picture of your receipt, ensuring company, date and

    price are visible in the camera shot

    If your receipt picture is crisp and clear, tap the check markbutton. Otherwise, re-take the picture

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    Create a New Expense (cont.)

    Your receipt is now uploading to ProOnGo. Dont let the

    Reading field hold you up; you may still edit this expense or

    create new expenses. ProOnGo will work in the background to

    fill out the merchant name, date, and amount of your expense

    When results are ready for review, a yellow question-mark

    icon will appear next to your expense

    Select the expense to confirm/deny that ProOnGo has

    correctly captured your receipts details

    Congratulations! You have successfully created an expense

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    Create a New Mileage Expense

    Tap Newin the top-left corner of your screen, then select

    Mileage Expense

    The GPS will automatically launch to calculate your current

    address. To enter in your odometer readings, hit Canceland

    enter in your odometer number in the From field. When you

    arrive at your destination, repeat this same process.

    Categorize the expense as well as the Description and hit Savein the upper right-hand corner.

    Your new expense is created!

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    Create a New Time Expense

    Tap Newin the top-left corner of your screen, then select

    Time Expense

    Fill in the Name of time expense and Rate per Hour

    Select Start and Finish times. ProOnGo will automatically

    multiply the total time spent by Rate per Hour.

    Categorize and describe your expense then select Save andClose

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    Create an Expense Report

    Tap Reports in the menu bar

    Wait for the report dialogue to open.

    Choose to whom to send your expense report and what youd

    like to receive your report.

    Check your email in a few minutes for your expense report!

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    Sync your Credit Card

    Select Options and choose Credit Card Sync Settings.

    Choose your card type and input your input your credit card

    number,

    Input your credit card username and password.

    Choose to automatically sync your credit card transactions or

    to manually sync.

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    Web Portal: Add Expenses

    Login to ProOnGos Web Portal via

    https://www.proongo.com/a/login.php

    Select the tab titled My Expenses

    Select Add Expense and youll be able to add a Regular,

    Mileage or Time Expense. The new expense will then be

    updated on your BlackBerry.

    https://www.proongo.com/a/login.phphttps://www.proongo.com/a/login.php
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    Web Portal: Edit/Delete Expenses

    To edit/delete and expense, choose the expense you wish to

    edit.

    You can edit the Merchant, Amount, Date and Description fields

    as well as categorize your expenses in Field 1 through 4.

    Once you are finished editing, select the Save button.

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    Web Portal: Create Report

    To create and submit expense reports, select the Create

    Reports button and enter the email youd like your expense

    report sent to.

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    Troubleshooting

    IT KEEPS NAGGING ME TO SUBSCRIBE

    If your company has subscribed to ProOnGo, you should no

    longer see nags and popups asking you to subscribe. If you

    are still seeing these, your account probably has not been

    hooked up to the companys subscription. This matter can be

    resolved very quickly by contacting [email protected] or

    having your IT administrator do the same.

    THE REPORTSARENT IN OURFORMAT

    ProOnGo can export into virtually any kind of file format. If the

    expense reports you are receiving arent in the format youd like,

    have your IT administrator contact [email protected] with

    the specifics of the report format your company requires.

    I KEEP GETTING A CONNECTION ERROR

    First, check your internet connection. On your smart phone,

    open the Internet browser to see if you are able to browse the

    Internet at a normal speed. It may help to use Wi-Fi for faster

    connections.

    Does your company block Internet connections to some sites?

    Your phone needs to be allowed to contact the ProOnGo server.Upgrade to the latest version of ProOnGo Expense on your

    phone.

    Double-check your username and password.

    mailto:[email protected]:[email protected]:[email protected]:[email protected]
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    Troubleshooting

    I FORGOT MY PASSWORD

    From your smart phone, open ProOnGo Expense application, tap

    the menu button and then Options\My Profile. Then tap the

    menu button again and choose 'Reset Password' or configure

    your username (email) and password on this screen.

    From a computer, go to URL www.ProOnGo.com and click theForgot your Password? link.

    OTHERPROBLEMS?

    Email [email protected] anytime, for speedy support or

    instructions were here to provide help on any issue you have with

    our software!

    http://www.proongo.com/mailto:[email protected]:[email protected]://www.proongo.com/