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- To add a line click on Add icon
- Select an expense type from the drop down list of options
- Fill in the required fields indicated by an asterisk.When done click .
- Select a line and click Edit button to edit an existing expense line
- Select a line and click Delete button to delete an existing expense line Click on the Attachment icon to view receipts in the repository or to attach a new receipt/document.
On the Attachment screen:
- Click on the Add button to view drop down list of attachment options:
Select Camera option to go to Click on to continue. - If you have attachment to add you can do so in this next step
- There are three ways to attach a receipt
- Repository - select and attach a file from the receipt repository. The files could have been emailed or faxed to the repository earlier.
- Select the attachment you would like to add from the repository.
- Use to select picture
- User to delete the picture
- Click on Attach to add the attachment.
- Select the attachment you would like to add from the repository.
- Camera - uses the camera of your smartphone and take a picture of your receipt directly from the mobile app.
- Click on the Camera icon to re-take a picture or on the Album icon to select an image from an existing photo album.
- When finished click Done to go back to the receipt list page.
- Confirm the photo by clicking Use Photo or retake the photo by clicking Retake.
- To complete the expense line, click Done.
- Album - to select an image from an existing photo album
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- On the receipt repository screen tap on an image to select it
- Click on the pin icon to attach the selected receipt to the report
- click on the arrow icon to open the file for review
- Browse and select the image you would like to add to the report.
- To complete the expense line, click Done.
- Repository - select and attach a file from the receipt repository. The files could have been emailed or faxed to the repository earlier.
- Select a line and click Edit button to edit an existing expense line
- Select a line and click Delete button to delete an existing expense line
- Click on the Attachment icon to view receipts in the repository or to attach a new receipt/document.
- Once done attaching receipts click on menu icon 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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