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. Click on Next  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. Repository - 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.
         
      2. To Delete an image from the repository first swipe the line from Right to Left, then click the to delete the picture
      3. Click on Attach to add the attachment.
   2.  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. To complete the expense line, click Done.
   3.  Album - to select an image from an existing photo album.
      
      1. Browse and select the image you would like to add to the report.
      2. To complete the expense line, click Done.
7. You will be taken back to the Expenses screen.

Expense Line Options

1. To edit, click the  icon
2. To delete, click the  icon
3. For more options click the icon
4. To view the attachment on the expense line,  click on the  icon.
5. To view the expense line distribution, click on the  icon.
   
   

Distribution

1. Click the  icon 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 the icon to Edit an existing distribution line.
3. Select a line and click the  icon to Delete an existing distribution line.
4. Click on the 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.
5. Click on the icon to Split Distribution by copying the selected line and split the distribution between the new and the selected lines evenly. 

Exit Expense Report

There are three options to chose from to exit the 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.