Resolving common issues and errors with expense reports

This article offers solutions for common issues with expense reports and attachments on both the Declaree web platform and mobile app.

Common Issues and Solutions

1. App Sync Issues

• Issue: Users experience sync issues, resulting in expenses appearing as drafts or not syncing correctly.

• Solution:

  • Sync company settings: Navigate to Account → Settings → Sync.

  • Clear the app cache: Go to Settings > Apps > [Your Declaree App] > Storage > Clear Cache.

  • Ensure the app is updated to the latest version.

  • If the issue persists, reinstall the app.

2. Missing or Disappearing Expenses

• Issue: Expenses may be missing between platforms (web or mobile), or suddenly disappear from reports.

• Solution:

  • Sync company settings: Navigate to Account → Settings → Sync.

  • Check app permissions to make sure the app can access files on your phone.

  • Ensure the app is updated to the latest version.

  • If the issue persists, reinstall the app.
    

3. Expense Submission Errors

• Problem: Users encounter errors when submitting expenses, often due to incorrect project assignments or missing required fields.

• Solution:

  • Ensure all required fields are filled correctly.

  • Make sure the user is linked to the correct group and project, with the right permissions in their profile.

  • Remove any incorrect values or update user details as necessary.
    

4. Incorrect Expense Amounts

• Issue: Expense amounts may appear incorrect due to currency changes or exchange rate adjustments.

• Solution:

  • Double-check your currency settings and ensure the correct exchange rates are applied.

  • Check the expense values and save it again.
    

5. Workflow Issues with Expense Reports

• Issue: Workflow problems such as incorrect approvers or missing approval steps.

• Solution:

  • Review your workflow configuration to ensure all approvers and steps are correctly set up.

  • Test the workflow by imitating users and submitting a sample report.
    

6. Credit Card Expense Issues

• Issue: Users may encounter problems with credit card expenses being incorrectly added to reports.

• Solution:

  • Ensure that business rules are in place to prevent credit card expenses from being added to regular reports.
    

7. PDF Upload Issues

• Problem: Users are unable to upload PDFs for expenses.

• Solution:

  • Verify that the app has permission to access the phone’s files.

  • If the issue persists, uninstall and reinstall the app.

Additional Support

By following these troubleshooting steps, you should be able to resolve most common issues in the Declaree app. Still running into problems? Submitting an Instabug report is the fastest way to get help.

Just shake your phone while using the app to send a report. This automatically includes key details like your OS and app version, which helps our support team diagnose and fix the issue more efficiently.