Snap User Guide

• There is no account to create and no password to set. You sign in with your Noveaulab Google account, and you exist in Snap because somebody added you to the roster.
• If sign-in turns you away, you are not on the roster yet. That is a message to Nikka, not a fault to troubleshoot — nothing you do on the phone will change it.
• Install it properly before you use it in anger — the steps are directly above. Opening it from a browser tab works, but you will lose the icon, and the icon is what makes it a habit.

1. Stamp in. Attendance → where you are working → the green button. Ten seconds, and it is the one thing that has to happen at the start rather than later.
2. File one receipt, even a small one, at the counter while the paper is in your hand. Doing it once ends the guessing about how long it takes.
3. Write one card before the day ends. One card holds the day open; everything else in the report can be finished tomorrow.

Not a telling-off — these are the four that catch nearly everybody, and each of them costs more to undo than to avoid.

And one thing that is nobody's to fix: Snap works with no signal. If it seems stuck in the field it is almost always saving to the phone and waiting for a connection, which it will find on its own.

1. Tap Receipt, then the shutter. Photograph the receipt.
2. Say where the money came from — this is the only question that changes what happens next:
   • From my advance — cash Nikka released to you. It comes off your balance.
   • My own money — you paid, and you are owed it back.
   • The company paid — an invoice settled by the office; nothing is owed to anybody.
3. Pick a category, type the amount, and add the purpose in the words you would use to a colleague.
4. File it. You get a reference straight away — keep it if you need to refer to that receipt later.

The photo is read for you, the entry lands in the expense log, and the receipt image is filed by month. If an amount is far above what that category normally costs, it is marked for a look — that is a question, not an accusation, and the note you wrote is usually the answer.

Your own entries stay visible under On this phone. Nothing you file is ever deleted; a mistake is corrected or withdrawn, and both leave a trace, which is what makes the log worth reading.

Most filed rows are simply accepted and you never hear about them. When one is not, it appears under Needs you at the top of My ledger — with the reason written out, because a decision you cannot see is one you can neither answer nor learn from.

You answer a question by talking to Nikka, not by tapping. The list shows you what was asked and against which row — the reply happens the way it always has. Quote the reference and there is nothing to look up.

• Filing clears it, not approval. The moment you file a receipt with a photo against an advance, your balance falls. Nobody has to accept it first — if a spend is questioned later, that is a separate conversation and it does not hold up your next advance.
• Two ceilings, judged separately. ₱5,000 unliquidated on requested money — the day-to-day and provincial requests — and ₱3,000 on a standing revolving fund, if you carry one. Neither counts against the other, so you can be clear on one and blocked on the other; the screen names whichever is in the way.
• Three working days and an advance starts showing as overdue. At five, a new one is blocked until the old one is cleared.
• Asking for money is still the budget request form. When Nikka releases the cash she records it against that request, and receipts you file against the advance carry the request number with them — so what came back and what was asked for line up without anybody reconciling by hand.

1. Tap Visit, then + Add a card.
2. Choose what kind of card it is — a visit, office work, or work from home — and whether it was AM or PM. A day is routinely split; that is why it is asked per card and not once.
3. For a visit, start typing the institution and pick it from the list. If it is a new account, type the name — it does not have to exist yet.
4. Add a line for what was done. The suggestions are starting points you can edit, never a fixed list; your own words are always fine.
5. Add a to-do and a date to any line. Those become your follow-ups.
6. Photos are optional and location is recorded roughly, not exactly.

A day is written up on the day itself. You cannot open yesterday and write it in — Snap will say so. This is deliberate: a day reconstructed two days later is a different document from one written while it was happening, and the whole point of the report is that it was written while it was happening.

You have three working days to finish it. A day you started and did not send stays on your phone and is offered back to you by name — Tue 8 Sep — 3 cards, never sent. Open it →. Weekends and holidays do not count against you, so a Friday finished on Monday is one working day, not three.

If work turns up that genuinely belongs to a day you never opened, record it as today's work and say in the card which day it refers to. That is honest and searchable; a backdated report is neither.

• Send now, or pick an evening window — 8, 9, 10 or 11pm. The window exists so a report written at four in the afternoon does not arrive before the day is actually over.
• The report goes out from you, not from a robot address, and you get a reference: REP-20260908-CD01.
• Remembered something after it went? Add a card and send again — it goes as a supplement to the same day, numbered …02, rather than editing something forty people have already read.
• Not sent yet and want it back? Withdraw it. Already sent and shouldn't have been? Ask Nikka — the email cannot be unsent, but the day can be freed.

1. On the card, open Quotation.
2. List what was asked for — the item, the quantity, and the budget if the customer published one. Typing the items is enough on its own; you do not also have to write a sentence about them.
3. Tap Preview. You see the exact request, and who it will go to, before anything is sent.
4. Send it. The request gets its own reference — RFQ-20260908-CD01 — and stays attached to the card it came from.

• On the line describing the work, add the company, the person, and how to reach them. One entry per company.
• Check the chips first. Once you have picked the institution, the people already on file for it appear as tappable names under the card. Tapping one attaches that person to the card — which is what keeps twelve days on one bid readable as one thread instead of twelve strangers with similar names. Type a new person only when the one you met is genuinely not there.
• Snap sends that person a short note asking how they prefer to be contacted — email, mobile, or not at all. Their answer is recorded against them.
• A few working days later the contact appears in your own Follow-ups, asking what came back — replied, bounced, or no reply. Four buttons, no typing. A bounced address stops being used, so nobody else discovers it the hard way.
• You do not go looking for these and there is no separate list to keep. They arrive where you already are, and a name you found does not quietly go cold.
• The office can bring one forward if somebody is waiting on the answer. It arrives as the same tile, pinned to the top of your Follow-ups and marked Asked again.

1. Tap Attendance, then say where you are working today: Office, Work from home, Field, Event or exhibit, or a rest-day swap.
2. A rest-day swap asks which day it stands in for — that is the whole record of the swap, so it is worth getting right.
3. Location is optional and a photo is optional. Both exist so a quiet day can be confirmed rather than doubted, which is easier than explaining it afterwards.
4. Stamp again when you finish. Recent days shows what has been recorded, so you can see a missed stamp yourself.

The time recorded is the server's, in Manila. A phone with a wrong clock cannot move a stamp, in either direction.

Where a location was recorded, it now travels as a map link rather than a pair of numbers — the same fact, in a form somebody can open. It changes nothing about what is recorded or when.

Every to-do you set on a card, with its date, in one list — opened from Follow-ups at the top of the report screen. Things due and things overdue come first. It is your list, built out of what you already typed; there is nothing extra to maintain.

1. On the home screen tap Scan a batch →, under the shutter.
2. Say whose receipts these are — who spent the money, not who is filing them. One handover is one batch; run another if somebody else hands you a stack.
3. Choose all the scans at once. Nothing is typed here.
4. Come back a few minutes later and open Read and correct. Amounts, suppliers and TINs are already filled in from the scans; you check them and press File on each row.

Review, at the top of the home screen, lists filed rows waiting on a decision. It appears only for admin and manager accounts — the batch desk and Review are two different permissions, and having one does not give you the other.

Open a row and you see the photograph, the amount as filed, what the reading made of it, and anything flagged. Five answers:

None of this is what clears a balance — filing does that, the moment the row is filed. A decision settles whether the company carries the cost, which is a different question and never the one holding somebody up.

When a filed row is missing something it cannot go into the books without, it is held — filed, numbered, and simply waiting on one answer. You do not have to go looking: the home screen carries an amber line, 2 rows waiting on you →, that opens straight to them. No line means nothing is held.

Rows land in the expense log on their own, in one of two tabs. Which tab is decided by whether you marked the supplier VAT-registered — not by whether a TIN happened to be readable.

• VAT Expenses — supplier, TIN, invoice number, account, and the breakdown. You never work out the split: ₱153.00 becomes ₱136.61 plus ₱16.39, every time.
• Non-VAT Expenses — supplier, invoice number, account and the total. No TIN column, because a non-VAT receipt has none.

Account is the book account, not the Snap category. Meals, Accommodation and Transportation are three things in Snap and one line in the books — kept apart so a meal is compared against meals, and added up for the return.

Contacts, at the top of the home screen, lists every contact found in the field and what has come back. A contact whose note has gone out but has no answer yet carries Ask the rep.

That is one tap, not a composed email. It pins the question to the top of that rep's own Follow-ups, marked Asked again, where they will see it the next time they file — which is sooner than they would read a message about it.

An empty screen means no contact is waiting, not that something is broken: a contact only appears once its note has actually gone out and nobody has recorded an answer.

• Cash out records a release: who, how much was approved, how much actually moved, the day it moved, and the request number it answers.
• The person receiving the money confirms it on their own phone, at the same time as signing the paper form. A confirmation email goes to them, to Nikka, and to Carlo.
• Never tap the receiving button on somebody else's phone. The confirmation is worth having precisely because the person holding the cash pressed it themselves.

• Nothing is deleted. A mistake is corrected or withdrawn, and the correction is part of the record. That is what makes it worth reading back.
• Everything gets a reference. Receipts, reports, quotation requests, cash releases. Quote the reference and anybody can find the exact thing you mean without searching a mailbox.
• Dates and times are Manila, from the server. Your phone's clock never decides which day something belongs to.