Adding Expense Lines

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 
2. Select an expense type from the drop down list of options
3. Fill in the required fields indicated by an asterisk.
4. When done click .
   
   
5. Select a line and click Edit button  to edit an existing expense line
6. Select a line and click Delete button to delete an existing expense line
7. Click on the Attachment icon to view receipts in the repository or to attach a new receipt/document.
   
   

On the Attachment screen:

1.  Click on the Add button  to view drop down list of attachment options
2. Select Camera option

1. To view and update the WBS distribution allocation click on the following icon:

on the Distribution screen:

1. Click Add button  the Add button to add additional distribution lines in case the expense lines on this report should be distributed across multiple projects.
2. Select a line and click Edit button to edit an existing distribution line
3. Select a line and click Delete button to delete an existing distribution line
4. Click on Distribution icon   to distribute expense allocation evenly across the existing distribution lines. 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.
5. Click on Distribution Split icon   to copy the selected line and split the distribution between the new and the selected lines evenly.

When editing an existing line:

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.
   
   1. To select a specific record click on the following icon .
   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 .
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. Make sure that the %Allocation column totals to 100%.
   
   

When finished entering the data, click the Done button to  save the updates and go back to the distribution lines.

Click Back button to go back to the list of expense lines.