Page Comparison

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

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1. To add a line click on

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1. 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 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 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. 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
      3. Press Image Added when finished adding the attachment
         
         
   2. Image 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 Image Added.
         
         
   3. Image 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 Added icon
2. To delete, swipe 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 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 Added icon.
5. To view the expense line distribution, click on the Image Added icon.
   
   

Distribution

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 Added  icon to edit an existing distribution line
4. Swipe a line from right to left then click the Image Added icon to Delete an existing distribution line.
5. 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 lines.
8. 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 choose from to exit 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.

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Or press the menu icon

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And select an option to Submit or Save & Exit

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