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. When done click Image Removed.
5. To view and update the WBS distribution allocation click on the following icon:Image Removed

On the distribution screen:

1. Enter the Expense Code, if applicable, to indicate if a charge is direct or indirect.
2.  Fill out Level 1, level 2, level 3 fields of your work breakdown structure as applicable. Usually these fields are relabeled (as Project, Account, Activity, Client, Task, Contract etc) to match your company's work breakdown structure labels. A search capability is available for these fields. To search for a record, click on the field and select an option from the list on the bottom of the screen.
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   1. To select a specific record click on the following icon Image Removed.
   2. If the selection icon is not available, the selected record requires drilling down to the next level of  breakdown structure using the arrow icon Image Removed.
3. If available, select a Company and Department in the applicable fields..
   • Use the search functionality if needed to fill in these fields.
4. Enter the %Allocation. it defaults to 100%
5. To distribute by an absolute amount, enter an amount in the Amount field
6. Click Add A Distribution for each additional line.
7. Make sure that the %Allocation column totals to 100%.

This distribution from the cover page of the report will become the default for the rest of the expense report. The distribution for individual expenses can be modified, if required.

When finished entering the data, click the Next button to go to the Distribution screen to be able to add additional distribution lines if applicable. 

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on the Distribution screen:

1. Click Image Removed the Add button Click on Image Added to continue.
2. If you have attachment to add you can do so in this next step
3. 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
4. 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 Image Removed to edit an theImage Added  icon to edit an existing distribution lineSelect
4. Swipe a line and click Image Removed to delete from right to left then click the Image Added icon to Delete an existing distribution lineClick on Image Removed buttons to distribute expense .
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 dis-select 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 Image Removed to copy the selected line and split the distribution between the new and the selected lines evenly.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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