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Icon

Name

Description

Add

Add an Entry

Add a Line from FavoritesAdd a Line from Favorites to the expense distribution screen

Add Image from AlbumBrowse to the photo album of the mobile device to attach a receipt or a document

Add Image from the RepositoryBrowse to DATABASICS image repository to attach a document on the mobile app

AdvancePaid/unapplied advances screen

Approve / Reject

Approve and Reject Actions

Attachment

The expense report  has receipts attached to it.

AttendeesThere is list of people who attended the event associated with this Expense Line.

Audit Row History

Display row history modification.

CalendarClick on the icon to bring up the calendar. Use the calendar to select a date for that field.

Cancel/Undo

Cancel/Undo entry edit

Complete and EntryClick to complete an entry

Cover PageClick on the icon to go to the expense report cover page

Credit CardCorporate credit card transactions list
Credit Card EntryIndicates an expense line is an expense charged on a corporate credit card payment type

Credit Card ExpressClick on the icon to add credit card transactions via credit card express screen

Settings/Preferences

Click to go to Setting menu

Delete

Delete Entry

Distribution

Click to view the expense distribution on the mobile app

Distribute EvenlyDistribution expense allocation to WBS evenly

Edit

Make an edit to a previous entry

Entry CompleteEntry completed on the mobile app

Expand View

Click on the icon to expand the viewing area.

Expense ApprovalExpense approval on the mobile app

Expense ProxyExpense Proxy on the mobile app

Expense Report MenuExpense Report Menu of Options, click to see the additional menu options

External LinksExternal Links of the mobile app

Favorites

Favorites template on the web-application


Favorites on the Mobile

Favorites template on the mobile application

Filter

Filter expense reports or transactions

Google MapsClick on the icon to access Google Maps

Go to the Next LevelDrill down to the next level when selectin a WBS entry

Help and FAQ

Click on the icon to bring up help related to the screen the user is viewing. This function is maintained by individual companies.

HomepageNavigate to the application homepage from any other screen

InformationClick to view additional information attached to an expense

Itemized ExpenseThis expense line is an itemized portion of a larger expense. Click on the icon to view all related expenses to this itemization.

Menu of OptionsClick to see a menu of options applicable to the selected screen

Message Notification

Click on the icon to add a notification.

Out of PocketIndicates an expense line is an out of pocket charge

PaidThe expenses on the expense report have been paid.

Posted

The expense report has been posted for payment

Print

Print and Preview 

Receipt ExpressClick on the icon to add charges via receipt express screen

Refresh

Refresh

Search Icon

Click on the icon to bring up the search window.

Select an OptionSelect a  WBS option

Sign OutSign out of the application

SubmitSubmit an expense report for Approval

Take a photoTake a photo of a receipt or a document via the mobile application to attach to an expense report

 

Validation Click to see the associated validation on web or mobile application

Validation Failed

The expense report failed validation. The report cannot be submitted until these issues are corrected. 

Validation Warning

There are potential errors on the expense report. The user can still submit the report, but should investigate the warning first.

View DetailView the data in more detail

View Full ScreenView the receipts and attachments in a full screen



DATABASICS Receipt Auditing Service




Passed AuditA report has passed audit through DATABASICS Audit Utility

Failed AuditA report has failed audit through DATABASICS Audit Utility












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