Expenses

The Expenses option displays a list of your Draft (i.e. unclaimed) expenses. Expense entries can be edited, and new entries added. Expense entries can be single line or multiple line, for example if a restaurant receipt needed to be broken down into different tax rate lines.

You may also add expenses to a claim from within this option.

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Add New Expense

Adding a new expense from this Current Expenses List is the same as adding via Quick Entry Quick Entry

Edit Expense

You can edit the expense by tapping the icon on the expense title:

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Edit Expense Item

You can open and edit an individual field on the expense by tapping the icon next to the item:

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Delete Expense Entry

You can remove an individual expense entry by tapping the Delete Expense option in the Item Menu bar:

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Delete Expense Item Line

If this is a multi line expense item, you can remove an individual line from an expense by tapping the Delete Icon to the left of the item section:

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Delete Entry

Delete the expense. Only expenses that are not attached to a claim or have been declined can be deleted.

Add to Claim

Add the expense to a Pending claim. If you do not currently have a Pending claim which matches the Claim Type of the expense entry, then you will be asked to create one. If you already have a Pending claim with a matching Claim Type then the expense entry will be added to this claim automatically.

Clone Expense

Copies the expense and opens the new expense for edit. Attachments such as receipts are not cloned and must be added if required.

Create Entry Line

You may wish to split an expense into multiple items to enable more detailed analysis, for instance you may have a single invoice from a supplier which contains multiple items that are to be used on different projects or carry different tax rates.

You can add additional items to the expense by selecting the Create Entry Line option. When using this option, only fields which apply to an individual item (e.g. Expense Type, Quantity, Amount, What For, Analysis details) are available for entry. Fields which apply to the whole expense (e.g. Claim Type, Date Incurred, Where From) will be displayed as read-only.

Attachments

Enables you to view the files (e.g. images, PDF documents) attached to the expense.

Expense History

Displays the history of the expense:

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