To edit an existing expense report ,Go to My Expenses on the dashboard of the mobile app.
- Locate the report from the list.
- Expense report toolbar
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- options:
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- or to start a new report
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- to view a PDF copy of a selected report
- To filter reports
- Expense Report Options:
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- to edit a selected report
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- Swipe from right to the left and press the icon to delete a selected report
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- Swipe from right to the left and press the icon add a notification to the report
- Swipe from the right to the left and press the icon to copy the selected report and a create a new report
- Swipe a report from left to the right end press the icon to view a PDF copy of a report
- Swipe a report from left to the right end press the icon to view the audit history of a report
Additionally the following icons are available from the report list page:
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to view attachments
To view the distribution
to view validation messages attached to a report
Editing an existing expense line
- Click on the icon.
- This will take you to the expense details page. Make changes as needed and click on . or
- 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
- Click on the icon on the expense line.
- Click the icon to Add additional 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 the icon to Edit an icon to edit an existing distribution line.
- Swipe a line from right to left then click the distribution line. icon to Delete an existing
- 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 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.Swipe the line from right to left then click the icon to Copy & Create a new distribution line. lines. - Use the arrows on the top left and right side of the screen to navigate between the pages
Editing the Cover Page
- Click on the icon to the sub menu tab to access the report menu options.
This menu is available when you already have a report open for edits. - Click on Cover PageClick the icon to . Expenses, Attachments or other available options depending on the type of the changes you are trying to make
- To edit the report cover page details, select Cover Page, then press the icon to to Edit
- First screen will allow you to edit the Purpose and Notes section.
- Click on Next to save changes. The next screen allows changing the cover page distribution if available. When finished press Done