This section includes instructions for adding individual expense lines using mobile application once an expense cover page has already been created.
- To add a line click on Add icon
icon or the plus sign on top of the page 
- Select an expense type from the drop down list of options
- Fill in the fields such as the date and the amount and the other required fields indicated by an asterisk as applicable.
- Click on
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 
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 an image from the repository first swipe the attachment line from right to left, then click the
to delete the picture - Click on Attach to add Press
when finished adding 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.- Confirm the photo by clicking Use Photo or retake the photo by clicking Retake.
- Next the cropper allows the ability to adjust the image placement, crop, zoom in, zoom out, counter clockwise and clockwise rotation. Once the image adjustment are completed used the Done button to continue.
- Add a receipt description by filling the Label field on the image preview.
- To complete the expense line, click Doneclick .
Album - to select an image from an existing photo album.- Browse and select the image you would like to add to the report from your Photo Library or Files.
- Crop and re-size the image as applicable
- To complete the expense line, click Done.
- 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.
- To view and update the WBS distribution allocation click on the following icon:
on the Distribution screen:
- Click Add button
the Add button - Assign a Label and click
on top right corner of the screen to proceed to the next step - Press Done once more
- Assign a Label and click
- You will be taken back to the Expenses screen.
Expense Line Options
- To edit, click the
icon - To delete, swipe the expense line from right to left and click the icon
- For more options swipe the expense line from right to left.
- To change the expense type, click the
icon - To itemize the expense, click the
icon
- To change the expense type, click the
- To view the attachment on the expense line, click on the
icon. - To view the expense line distribution, click on the
icon.
Distribution
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When finished entering the data, click the Done button to save the updates and go back to the
When ready to exit from an expense report click on the exit icon on top right corner of the screen 
and select one of the options:
...
- Press the pie chart icon to open the distribution screen
- Then press
icon to add additional distribution lines in case the expense lines on this report should be distributed across multiple projects. - If you wish to update the existing distribution Select a line and click Edit button
to edit an click the
icon to edit an existing distribution lineSelect - Swipe a line and click Delete button
to delete from right to left then click the 
icon to Delete an existing distribution line. - Click on Distribution icon
to distribute expense Swipe the line from right to left then click the 
icon to Copy & Create a new distribution line. - Swipe the line from right to left then click the
icon to Add the distribution to your Favorites template. - 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 dis-select 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 Distribution Split icon
to copy the selected line and split the distribution between the new and unselect any of the selected lines evenly.
When editing an existing line:
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- To select a specific record click on the following icon
. - If the selection icon is not available, the selected record requires drilling down to the next level of breakdown structure using the arrow icon
.
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- Use the search functionality if needed to fill in these fields.
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- Use the arrows on the top left and right side of the screen to navigate between the pages
Exit Expense Report
There are three options to choose from to exit an expense report:
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- Save &
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- Exit to save the latest changes and exit the report
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