Pazy mobile app is a handy way to submit invoices and reimbursement on the-go. Snap-upload-send that's it.
Download the mobile app from below link:
Android: https://play.google.com/store/apps/details?id=io.pazy.narad&hl=en_IN
Signing in on app
Use your registered work email to sign-in OR your authorised mobile number to receive OTP and authenticate.
Step 1: Start by clicking on the plus icon on the home screen.
Step 2: Click on Submit reimbursement.
You have the option to submit a single reimbursement or multiple ones. Let's start with a single reimbursement.
Step 3: Click on the button.
Step 4: Click on upload.
You have the option to take a picture, upload from the gallery, or from files. For this example, we'll upload a picture from the gallery.
Step 5: Upload the picture and fill in the required fields.
You have the option to save your changes for later. This will automatically scan and pre-fill some fields, except for custom fields which you'll need to fill in yourself. You can either save it for later or fill in the amount, transaction date, and any other required fields and submit it.
Step 6: Add the amount, transaction date, and any other required fields.
You can also add supporting documents if required.
Step 7: Click on submit change. This will send your reimbursement to your approvers for approval.
If you need to submit a mileage reimbursement, you can do that too.
Step 8: Select a from and to location. You can also add stops and make it a round trip.
Step 9: Select the vehicle type. The price is set by the finance team from the admin panel on the back end.
Step 10: Fill in the information and submit your request.
Once you've submitted your request, it will appear in either the active section or the needs review section. Anything saved as a draft will appear in the needs review section in the reimbursement tab. Anything submitted will be in the active section showing approval pending from your approvers.
For multiple reimbursements, follow the same steps but select Submit and Bulk.
Step 11: Attach single or multiple files and add them.
Step 12: Once you've added them, you can see it here and manually add the amounts spent. The total amount will show up.
You can save it in the draft, submit it later, or submit the request right away. This will submit all the invoices at once.