Adding Expense Lines on Mobile App

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 icon or the plus sign on top of the page 
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. Click on  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 attachment line from right to left, then click the  to delete the picture
      3. Press  when finished adding 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. 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.
         
      3. Add a receipt description by filling the Label field on the image preview.
      4. To complete the expense line, click .
         
         
   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 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  on top right corner of the screen to proceed to the next step
      5. Press Done once more
7. You will be taken back to the Expenses screen.

Expense Line Options

1. To edit, click the  icon
2. To delete, swipe the expense line from right to left and click the  icon
3. For more options swipe the expense line from right to left.
   1. To change the expense type, click the  icon
   2. To itemize the expense, 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. 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 

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.

Or press the menu icon

And select an option to Submit or Save & Exit