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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
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