Page Comparison

This section includes instructions for adding individual expense lines using mobile application once an expense cover page has already been created.

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1. To add a line click on Add icon 

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2. Select an expense type from the drop down list of options
3. Fill in the required fields indicated by an asterisk.
4. When done click Image Added.
5. To view and update the WBS distribution allocation click on the following icon:Image Added

On the distribution screen:

1. Enter the Expense Code, if applicable, to indicate if a charge is direct or indirect.
2.  Fill out Level 1, level 2, level 3 fields of your work breakdown structure as applicable. Usually these fields are relabeled (as Project, Account, Activity, Client, Task, Contract etc) to match your company's work breakdown structure labels. A search capability is available for these fields. To search for a record, click on the field and select an option from the list on the bottom of the screen.
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   1. To select a specific record click on the following icon Image Added.
   2. If the selection icon is not available, the selected record requires drilling down to the next level of  breakdown structure using the arrow icon Image Added.
3. If available, select a Company and Department in the applicable fields..
   • Use the search functionality if needed to fill in these fields.
4. Enter the %Allocation. it defaults to 100%
5. To distribute by an absolute amount, enter an amount in the Amount field
6. Click Add A Distribution for each additional line.
7. Make sure that the %Allocation column totals to 100%.

This distribution from the cover page of the report will become the default for the rest of the expense report. The distribution for individual expenses can be modified, if required.

When finished entering the data, click the Next button to go to the Distribution screen to be able to add additional distribution lines if applicable. 

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on the Distribution screen:

1. Click Image Added the Add button to add additional distribution lines in case the expense lines on this report should be distributed across multiple projects.
2. Select a line and click Image Added to edit an existing distribution line
3. Select a line and click Image Added to delete an existing distribution line
4. Click on Image Added buttons to distribute expense allocation evenly across the existing distribution lines. To be able to see this button make sure to dis-select any of the selected line by clicking on it one more time. If a distribution line is highlighted in blue, this indicates that the line is selected.
5. Click on Image Added to copy the selected line and split the distribution between the new and the selected lines evenly.