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To edit an already existing expense report via ,Go to My Expenses tab on the menu on the left hand side of the mobile app. Go to My Expenses tab

  1. Select one of the reports from the list page by taping on a reportSelect one of the options from the menu bar Image Removed
    Image Removed to selecting a report. Once select the report should be outlined in a yellow.
  2. Expenses Options:
    Image Added to start a new report
    Image Removedto edit
    Image Added to view reports
    Image Added to add a tag message to a selected report
    Image Removed to delete Image Added to filter reports
  3. Expense Report Options:
    Image Addedto edit a selected report
    Image Removed to add a tag message to a Image Added to delete a selected report
    Image Removed to Image Added to copy the selected report and a create a new report
  4. Additionally the following icons are available from the report list page:

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  1. Image Added to edit attachments

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  1. Image Added to view validation messages attached to a report

Editing an existing 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

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  1. should be distributed across multiple projects.
  2. Select a line and click theImage Added icon to Edit an existing distribution line.
  3. Select a line and click the Image Added icon to Delete an existing distribution line.
  4. 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.
  5. 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.
    Image Added
  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