Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

  1. Select one of Locate the reports report from the list page by selecting a report. Once select the report should be outlined in a yellow.Expenses
  2. Expense toolbar Options:
    Image RemovedImage Added to start a new report
    Image RemovedImage Added to view reports
    Image Removed to add a tag message to a selected report
    Image Removed to Image Added to filter reports
  3. Expense Report Options:
    Image RemovedImage Addedto edit a selected report
    Image Removed to Image Added  to delete a selected report
    Image RemovedImage Added   to copy the selected report and a create a new report
  4. Additionally the following icons are available from the report list page:
    Image RemovedImage Added to edit view attachments
    Image RemovedImage Added Image Added Image Added Image Added to view validation messages attached to a report

Editing an existing expense line

  1. Click on the Image RemovedImage Added icon.
  2. This will take you to the expense details page. Make changes as needed and click on Nexton Image Added.
  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 RemovedImage Added icon on the expense line.
  2. Click the Image RemovedImage 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 RemovedImage Added icon to Edit an existing distribution line.
  4. Select Swipe a line and from right to left then click the Image RemovedImage Added icon to Delete an existing distribution line.
  5. Click on theImage Removedthe Image 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 icon to Split Distribution by copying the selected line and split the distribution between the new and the selected lines evenly.

...

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

...