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1. To add a line click on Add icon 
2. Select an expense type from the drop down list of options
3. Fill in the required fields indicated by an asterisk.
4. Click on  to continue.
5. If you have attachment to add you can do so in this next step
6. There are three ways to attach a receipt
   1.  Repository - select and attach a file from the receipt repository. The files could have been emailed or faxed to the repository earlier.
      
      1. Select the attachment you would like to add from the repository.
         
      2. Use to select picture
      3. User  to delete the picture
      4. Click on Attach to add the attachment.
   2.  Camera - uses the camera of your smartphone and take a picture of your receipt directly from the mobile app.
      
      1. Confirm the photo by clicking Use Photo or retake the photo by clicking Retake.
      2. To complete the expense line, click Done.
   3.  Album - to select an image from an existing photo album.
      
      1. Browse and select the image you would like to add to the report.
      2. To complete the expense line, click Done. 
7. Select a line and click Edit button  Image Removed to edit an existing expense line
8. Select a line and click Delete button Image Removed to delete an existing expense line
Click on the Attachment icon Image Removed to view receipts in the repository or to attach a new receipt/document.

1. Once done attaching receipts click on menu icon Image Removed to exit out of the receipt screen and to access the Cover Page, Expenses, Attachments, Credit Card Charge or the Validation (to view validation warnings or errors attached to a report) screens.
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1. To view and update the WBS distribution allocation click on the following icon:Image Removed

on the Distribution screen:

1. Click Add button  Image Removed the Add button to add
2. You will be taken back to the Expenses screen.

Expense Line Options

1. To edit, click the Image Added icon
2. To delete, click the Image Added icon
3. For more options click theImage Added icon
4. To view the attachment on the expense line,  click on the Image Added icon.
5. To view the expense line distribution, click on the Image Added icon.
   
   

Distribution

1. Click the Image Added icon 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 Edit button Image Removed to edit click theImage Added icon to Edit an existing distribution line.
3. Select a line and click Delete button Image Removed to delete click the Image Added icon to Delete an existing distribution line.
4. Click on Distribution icon Image Removed  to distribute expense on theImage Added icon to Distribute the expense allocation evenly across the existing distribution lines. 
    Note: To be able to see this button make sure to dis-select 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.
5. Click on Distribution Split icon   Image Removed to copy on the Image Addedicon to Split Distribution by copying the selected line and split the distribution between the new and the selected lines evenly. 

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Editing an existing

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1. To select a specific record click on the following icon Image Removed.
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 Removed.

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• Use the search functionality if needed to fill in these fields.

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When finished entering the data, click the Done button to  save the updates and go back to the distribution lines.

Click Back button to go back to the list of expense lines.

When ready to exit from an expense report click on the exit icon on top right corner of the screen Image Removed and select one of the options:

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expense line

1. Click on the Image Added icon.
2. This will take you to the expense details page. Make changes as needed and click on Next.
3. 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

1. Click on the Image Added icon on the expense line.
2. Click the Image Added icon to Add additional distribution lines in case the expense lines on this report should be distributed across multiple projects.
3. Select a line and click theImage Added icon to Edit an existing distribution line.
4. Select a line and click the Image Added icon to Delete an existing distribution line.
5. Click on theImage Added 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.
6. Click on the Image Addedicon to Split Distribution by copying the selected line and split the distribution between the new and the selected lines evenly.

Editing the Cover Page

1. Click on the Image Added icon to access the report menu options.
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2. Click on Cover Page
3. Click the icon to Image Added Edit
4. First screen will allow you to edit the Purpose and Notes section.
5. Click on Next

Exit Expense Report

There are three options to chose from to exit the expense report:

1. Exit to exit the report without saving changes

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1. Save &

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1. Exit to save the latest changes and exit the report

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1. Submit option to submit the report for approval.

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