An unassigned expense is a saved expense draft that is not yet part of an expense report. Smart Scans started from the main Expenses screen remain unassigned until you add them to a report or delete them.

Find unassigned expenses #

1. Tap Expense in the navigation at the bottom of the screen.
2. Tap the Unassigned expenses icon at the top of the expense list, next to the filters. Its badge shows the number of available unassigned expenses.
3. Review the Unassigned expenses sheet.
4. Tap an expense to open it.

You can also open the list from an editable report:

1. Open the report.
2. Tap +.
3. Tap Add unassigned expense.

Review and correct an unassigned expense #

1. Open the unassigned expense.
2. Review all fields and the receipt.
3. Correct any missing or inaccurate values.
4. Tap Save Changes to save corrections and return, or Close when nothing changed.

Smart Scan drafts display a Smart Scan label and a notice that suggestions are editable.

Add it to an existing report #

1. Open the unassigned expense.
2. Tap Add to an Expense Report.
3. Tap Existing Expense Report.
4. Select an open or rejected report that is still editable.

Only open or rejected reports that you can still edit appear in the list. MindSalt saves your changes before showing the available reports.

Create a new report for it #

1. Open the unassigned expense.
2. Tap Add to an Expense Report.
3. Tap New Expense Report.
4. Enter the report date and required name.
5. Tap Save Expense Report.

MindSalt creates the report and adds the expense. If adding the expense fails after the report is created, MindSalt returns you to the review so you can correct it and try again.

Delete an unassigned expense #

1. Open the expense.
2. Tap Delete.
3. Confirm the deletion.

Deleting also removes its stored receipt.

What happens after assignment #

MindSalt creates a normal expense item in the selected report, transfers the receipt, and removes the unassigned draft after the full operation succeeds.

Related articles #

• Use Smart Scan on mobile
• Add expenses and receipts on mobile
• Create and submit expense reports on mobile
• Troubleshoot Smart Scan