Icon | Name | Description |
Add | Add an Entry | |
Add a Line from Favorites | Add a Line from Favorites to the expense distribution screen | |
Add Image from Album | Browse to the photo album of the mobile device to attach a receipt or a document | |
Add Image from the Repository | Browse to DATABASICS image repository to attach a document on the mobile app | |
Advance | Paid/unapplied advances screen | |
Approve / Reject | Approve and Reject Actions | |
Attachment | The expense report has receipts attached to it. | |
Attendees | There is list of people who attended the event associated with this Expense Line. | |
Audit Row History | Display row history modification. | |
Calendar | Click 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 Entry | Click to complete an entry | |
Cover Page | Click on the icon to go to the expense report cover page | |
Credit Card | Corporate credit card transactions list | |
Credit Card Entry | Indicates an expense line is an expense charged on a corporate credit card payment type | |
Credit Card Express | Click 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 Evenly | Distribution expense allocation to WBS evenly | |
Edit | Make an edit to a previous entry | |
Entry Complete | Entry completed on the mobile app | |
Expand View | Click on the icon to expand the viewing area. | |
Expense Approval | Expense approval on the mobile app | |
Expense Proxy | Expense Proxy on the mobile app | |
Expense Report Menu | Expense Report Menu of Options, click to see the additional menu options | |
External Links | External 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 Maps | Click on the icon to access Google Maps | |
Go to the Next Level | Drill 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. | |
Homepage | Navigate to the application homepage from any other screen | |
Information | Click to view additional information attached to an expense | |
Itemized Expense | This expense line is an itemized portion of a larger expense. Click on the icon to view all related expenses to this itemization. | |
Menu of Options | Click to see a menu of options applicable to the selected screen | |
Message Notification | Click on the icon to add a notification. | |
Out of Pocket | Indicates an expense line is an out of pocket charge | |
Paid | The expenses on the expense report have been paid. | |
Posted | The expense report has been posted for payment | |
Print and Preview | ||
Receipt Express | Click 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 Option | Select a WBS option | |
Sign Out | Sign out of the application | |
Submit | Submit an expense report for Approval | |
Take a photo | Take 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 Detail | View the data in more detail | |
View Full Screen | View the receipts and attachments in a full screen | |
DATABASICS Receipt Auditing Service
Passed Audit | A report has passed audit through DATABASICS Audit Utility | |
Failed Audit | A report has failed audit through DATABASICS Audit Utility |