Expense Sheet Procedures
This section includes information to help you navigate the Expense Sheets, and Expense Sheet Line screens.
Note: On the Settings screen, when you toggle the
Expense Sheet switch on or off, you can show or hide
Expense Sheet and
Quick Capture on the sliding menu.
- Related Topics:
- View the Expense Sheet List
You can view your expense sheets either in the Open or All tab on the Expense Sheets screen. - View the Expense Sheet List Status
You can view the status of an expense sheet on the expense sheet list, and on the Expense Sheet screen. - View an Expense Sheet
Use these steps to view an expense sheet. - Create an Expense Sheet
Use these steps to create an expense sheet. - Create an Expense Sheet Line
You can create an expense sheet line to add details to your expense sheets. - Delete an Expense Sheet
Use these steps to delete an expense sheet. - Delete an Expense Sheet Line
Use these steps to delete an expense sheet line in your expense reports. - Attach or Detach a Receipt
You can attach receipts either to an expense sheet or expense sheet line. You also have the option to remove a receipt attached to an expense sheet line, but keep the receipt on your Archives folder. - Delete a Receipt
Use these steps to delete attached receipts on your expense sheets, or expense sheet lines. - Edit an Expense Sheet
Use these steps to edit an expense sheet. - Copy an Expense Sheet
Use these steps to duplicate existing expense sheets as needed. - Submit an Expense Sheet
Use these steps to submit an expense sheet. - Reopen an Expense Sheet
Submitted expense sheets are read-only. You can reopen an expense sheet to make modifications if you have rights to do so.
Parent Topic: Expense Sheet