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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 New in 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. Don’t 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 receipt’s details

Congratulations! You have successfully created an expense

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Create a New Mileage Expense

Tap New in 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 Cancel and

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 New in 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 and 

Close

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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 you’d

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 ProOnGo’s Web Portal via

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

Select the tab titled My Expenses

Select Add Expense and you’ll be able to add a Regular,

Mileage or Time Expense. The new expense will then be

updated on your BlackBerry.

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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 you’d like your expense

report sent to.

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Troubleshooting

IT KEEPS N AGGING 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 company’s subscription. This matter can be

resolved very quickly by contacting support@proongo.com or

having your IT administrator do the same.

THE R EPORTS A REN’T IN “OUR FORMAT”

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

expense reports you are receiving aren’t in the format you’d like,

have your IT administrator contact support@proongo.com 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.

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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 the‘Forgot your Password?’ link.

OTHER PROBLEMS?

Email support@ProOnGo.com anytime, for speedy support or

instructions – we’re here to provide help on any issue you have with

our software!