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
- Select one of the reports from the list page by taping on a reportSelect one of the options from the menu bar
to selecting a report. Once select the report should be outlined in a yellow. - Expenses Options:
to start a new report
to edit
to view reports
to add a tag message to a selected report
to delete to filter reports - Expense Report Options:
to edit a selected report
to add a tag message to a to delete a selected report
to to copy the selected report and a create a new report - Additionally the following icons are available from the report list page:
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- to edit attachments
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- to view validation messages attached to a report
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
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- 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