Learn how to add and manage expense requests within the Billiyo Caregiver and Billiyo Clinical mobile apps.
Table of Contents
Accessing the "Expenses" Area
To access the "Expenses" area within the Billiyo Caregiver and Billiyo Clinical mobile apps, touch on the tab at the bottom of the screen.
Within this tab, locate and touch on the "Expenses" tile.
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Add an Expense Request
To add a new expense request, touch on the in the bottom right corner.
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On the screen that appears, enter information about the expense. The following fields are required:
- Client/Patient
- Date
- Categorize to an expense
- How did you pay?
- What was it for?
- Amount (for non-mileage requests only)
- Time (In Minutes) (for mileage requests only)
- Total Miles (for mileage requests only)
- Last Odometer Reading (for mileage requests only)
On Apple devices this will be a ✔️, on Android devices this will be the text "Add".
View Expense Requests
When in the "Expenses" area, use the icon in the top right corner to filter for a specific client or date range of expense requests to view.
Any expense requests that meet the filtered for criteria will display.
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Each request can be touched on to view it's full details.
Edit an Expense Request
After an expense request has been added, it can be edited until it's been approved.
An approved expense request will have a
icon on it.
To edit an expense request, touch on the expense tile within the "Expenses" screen.
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All fields are currently able to be edited. Once edits have been made, touch on "save" icon in the upper right corner.
On Apple devices this will be a ✔️, on Android devices this will be the text "Add".
Delete an Expense Request
If an expense request was entered by mistake, it can be deleted. To do this, swipe left on the expense request to reveal a "Delete" option.
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Upon doing so, a confirmation pop-up will appear asking if the expense request should be deleted.
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Touching on "Delete" will remove the expense request, it will no longer appear within the "Expenses" area.