Edit an Existing Report

To edit an existing expense report ,Go to  on the dashboard of the mobile app.

1. Locate the report from the list.

• Expense report toolbar options:
   or  to start a new report

• to view a PDF copy of a selected report
• To filter reports
  
  

• Expense Report Options:
• to edit a selected report
• Swipe from right to the left and press the icon to delete a selected report
• 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:

 to view attachments

To view the distribution 
    to view validation messages attached to a report

Editing an existing expense line

1. Click on the  icon.
2. This will take you to the expense details page. Make changes as needed and click on   or 
3. 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

1. Press the pie chart icon to open the distribution screen
2. Then press   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 the  icon to edit an existing distribution line
4. Swipe a line from right to left then click the  icon to Delete an existing distribution line.
5. Swipe the line from right to left then click the  icon to Copy & Create a new distribution line. 
6. Swipe the line from right to left then click the  icon to Add the distribution to your Favorites template. 
7. 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 lines.
8. Use the arrows on the top left and right side of the screen to navigate between the pages 

Editing the Cover Page

1. Click on the sub menu tab to access the report menu options. This menu is available when you already have a report open for edits.
   
2. Click on Cover Page. Expenses, Attachments or other available options depending on the type of the changes you are trying to make
3. To edit the report cover page details, select Cover Page, then press the icon to to  Edit
4. First screen will allow you to edit the Purpose and Notes section.
5. Click on  to save changes. The next screen allows changing the cover page distribution if available. When finished press Done