How to Submit an Expense in the Thread App
Kallan Allison
10 steps
3 minutes
You can only submit an expense AFTER creating a related touchpoint. To learn how to create a touchpoint in the app, visit [This Scribe.](https://scribehow.com/shared/How_to_Log_a_Touchpoint_in_the_Mobile_App__y0VH5_bjRxSePeeL_jSpLg)
Before getting started, make sure you have a digital or physical copy of the receipt for the expense.
1
On the Activity Page of the app, find the touchpoint you've logged that relates to the expense and click on it.
2
Scroll down to "Expenses" and click "+Add"
If you need a refresher on Volunteer Spending Guidelines, [click here.](https://docs.google.com/document/d/1Kv25wE4PwEJcLcWWbFwa-JLI5SR-0MEvnG53RxYgoH8/edit#heading=h.lovqh0snae2q)
3
Choose from an expense category: Admission (like tickets to events), Food, Transportation (including Uber, bus tickets, etc.), or Student Supplies. Then click "Next".
If you are unsure what category matches the expense, contact your coach or Community Manager.
4
Indicate whether the expense is a "supplemental expense", meaning it is outside of Volunteer Spending Guidelines. ***This is very rare and in most cases you can skip this step by clicking "Next".***
5
Type in the name of the vendor, the total amount shown on the receipt, and the amount you are requesting to be reimbursed, then click "+" to attach a photo of your receipt.
6
Select "Take a Photo" to use your phone's camera to take a picture of the receipt, or "Choose From Gallery" to upload a photo from your phone's photo gallery.
If you are taking a photo of the receipt, please ensure the receipt is in a well lit place, lying on a flat surface, with minimal wrinkles. This will reduce the chance of issues and delay of reimbursement. ***Your expense will NOT be reimbursed without a receipt!***
7
Once you have uploaded a picture of your receipt (please make sure it is NOT a picture of a cat), click "Next".
8
Select PayPal for reimbursement method and click "Next" - ***we are no longer providing reimbursements via check.*** If you need to update your PayPal address in order to receive your reimbursement, [click here.](https://go.pardot.com/l/822403/2020-03-16/8jrw)
9
Type in a short description of the nature of the expense. Then Click "Next".
10
Review all of the details of the expense to make sure they are accurate, then click "Done"
How to Submit an Expense in the Thread App
Kallan Allison
10 steps
3 minutes
You can only submit an expense AFTER creating a related touchpoint. To learn how to create a touchpoint in the app, visit [This Scribe.](https://scribehow.com/shared/How_to_Log_a_Touchpoint_in_the_Mobile_App__y0VH5_bjRxSePeeL_jSpLg)
Before getting started, make sure you have a digital or physical copy of the receipt for the expense.
1
On the Activity Page of the app, find the touchpoint you've logged that relates to the expense and click on it.
2
Scroll down to "Expenses" and click "+Add"
If you need a refresher on Volunteer Spending Guidelines, [click here.](https://docs.google.com/document/d/1Kv25wE4PwEJcLcWWbFwa-JLI5SR-0MEvnG53RxYgoH8/edit#heading=h.lovqh0snae2q)
3
Choose from an expense category: Admission (like tickets to events), Food, Transportation (including Uber, bus tickets, etc.), or Student Supplies. Then click "Next".
If you are unsure what category matches the expense, contact your coach or Community Manager.
4
Indicate whether the expense is a "supplemental expense", meaning it is outside of Volunteer Spending Guidelines. ***This is very rare and in most cases you can skip this step by clicking "Next".***
5
Type in the name of the vendor, the total amount shown on the receipt, and the amount you are requesting to be reimbursed, then click "+" to attach a photo of your receipt.
6
Select "Take a Photo" to use your phone's camera to take a picture of the receipt, or "Choose From Gallery" to upload a photo from your phone's photo gallery.
If you are taking a photo of the receipt, please ensure the receipt is in a well lit place, lying on a flat surface, with minimal wrinkles. This will reduce the chance of issues and delay of reimbursement. ***Your expense will NOT be reimbursed without a receipt!***
7
Once you have uploaded a picture of your receipt (please make sure it is NOT a picture of a cat), click "Next".
8
Select PayPal for reimbursement method and click "Next" - ***we are no longer providing reimbursements via check.*** If you need to update your PayPal address in order to receive your reimbursement, [click here.](https://go.pardot.com/l/822403/2020-03-16/8jrw)
9
Type in a short description of the nature of the expense. Then Click "Next".
10
Review all of the details of the expense to make sure they are accurate, then click "Done"
