Page Comparison

This section includes instructions for adding individual expense lines using mobile application once an expense cover page has already been created.

1. To add a line click on Add icon Image Removed Image Addedicon or the plus sign on top of the page Image Added
2. Select an expense type from the drop down list of options
3. Fill in the  fields such as the date and the amount and the other required fields indicated by an asterisk as applicable.
4. Click on Image Removedon Image Added to continue.
5. If you have attachment to add you can do so in this next step
6. There are three ways to attach a receipt
   1. Image Removed Repository Image AddedRepository - select and attach a file from the receipt repository. The files could have been emailed or faxed to the repository earlier.
      
      1. Select the attachment you would like to add from the repository.
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      2. Use Image Removedto select picture
      3. User Image RemovedImage Added
      4. To Delete an image from the repository first swipe the attachment line from right to left, then click the Image Added to delete the picture
      5. Click on Attach to add Press Image Added when finished adding the attachment.
         
         
   2. Image RemovedImage Added Camera - uses the camera of your smartphone and take a picture of your receipt directly from the mobile app.
      
      1. Confirm the photo by clicking Use Photo or retake the photo by clicking Retake.
      2. 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.
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      3. Add a receipt description by filling the Label field on the image preview.
      4. To complete the expense line, click Doneclick Image Added.
         
         
   3. Image RemovedImage Added Album - to select an image from an existing photo album.
      
      1. Browse and select the image you would like to add to the report from your Photo Library or Files.
      2. Crop and re-size the image as applicable
      3. To complete the expense line, click Done.
      4. Assign a Label and click Image Added on top right corner of the screen to proceed to the next step
      5. Press Done once more
7. You will be taken back to the Expenses screen.

Expense Line Options

1. To edit, click the Image RemovedImage Added icon
2. To delete, click the Image Removed iconswipe the expense line from right to left and click the  iconImage Added
3. For more options swipe the expense line from right to left.
   1. To change the expense type, click
   theImage Removed
   1. the Image Added icon
   2. To itemize the expense, click the Image Added icon
4. To view the attachment on the expense line,  click on the Image RemovedImage Added icon.
5. To view the expense line distribution, click on the Image RemovedImage Added icon.
   
   

Distribution

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1. Press the pie chart icon to open the distribution screen Image Added
2. Then press  Image Added icon to add additional distribution lines in case the expense lines on this report should be distributed across multiple projects.
3. If you wish to update the existing distribution Select a line and click theImage Removed icon to Edit an Image 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 Removed 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 Image Removedicon to Split Distribution by copying the selected line and split the distribution between the new and the selected lines evenly. 

Editing an existing expense line

1. Click on the Image Removed 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 Removed icon on the expense line.
2. Click the Image Removed 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 Removed icon to Edit an existing distribution line.
4. Select a line and click the Image Removed icon to Delete an existing distribution line.
5. Click on theImage Removed icon Swipe the line from right to left then click the Image Added icon to Copy & Create a new distribution line. 
6. Swipe the line from right to left then click the Image Added icon to Add the distribution to your Favorites template. 
7. Click on the Image Addedicon 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 Image Removedicon 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 Removed icon to access the report menu options.
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2. Click on Cover Page
3. Click the icon to Image Removed Edit
4. First screen will allow you to edit the Purpose and Notes section.
5. Click on Next

1. Use the arrows on the top left and right side of the screen to navigate between the pages Image Added

Exit Expense Report

There are three options to chose choose from to exit the an expense report:

1. Exit to exit the report without saving changes
2. Save & Exit to save the latest changes and exit the report
3. Submit option to submit the report for approval.

           Image Removed                       Image Removed  Image Added

Or press the menu icon

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And select an option to Submit or Save & Exit

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