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- Click the icon to Add additional distribution lines in case the expense lines on this report should be distributed across multiple projects.
- Select a line and click the icon to Edit an existing distribution line.
- Select a line and click the icon to Delete an existing distribution line.
- Click on the
Note: To be able to see this button make sure to unselect 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. icon to Distribute the expense allocation evenly across the existing distribution lines. - Click on the icon to Split Distribution by copying the selected line and split the distribution between the new and the selected lines evenly.
Editing an existing expense line
- Click on the icon.
- This will take you to the expense details page. Make changes as needed and click on Next.
- If you need to add/remove an attachment you can do so in this next step. Click Done when action is completed.
Editing the Distribution
- Click on the icon on the expense line.
- Click the icon to Add additional distribution lines in case the expense lines on this report should be distributed across multiple projects.
- Select a line and click the icon to Edit an existing distribution line.
- Select a line and click the icon to Delete an existing distribution line.
- Click on the icon to Distribute the expense allocation evenly across the existing distribution lines.
Note: To be able to see this button make sure to unselect 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. - Click on the icon to Split Distribution by copying the selected line and split the distribution between the new and the selected lines evenly.
Editing the Cover Page
- Click on the icon to access the report menu options.
- Click on Cover Page
- Click the icon to Edit
- First screen will allow you to edit the Purpose and Notes section.
- Click on Next
Exit Expense Report
There are three options to chose from to exit the expense report:
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