Mobile Expense for Ajera Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Expense Line Screen

Use the following fields and options on the Expense Line screen to view or enter expense line details:

Field Description
Date

Enter or select the expense report begin date, which must be between report begin date (if populated) and end date.

If you select a date outside the expense report dates, the mobile application prompts you to expand the expense report dates.

Project

Tapping the field displays the Project Search screen, allowing you to search for and select a project. If the selected project has an associated phase, it automatically opens the Phase Search screen.

Note: The displayed search help text indicates what you need to find. For example, Search name or number.

Tap the back button to go back to Expense Line.

Phase

Tapping this field displays the Phases Search screen, allowing you to view all phases in a hierarchy and select a phase. You can search for name or number.

This is a required field if the selected project has an associated phase.

Tap the back button to go back to the Project Search screen.

Expense Item Scroll through the list or use the search, and tap the expense item that you need.
Payee Enter the name of the payee.
Units This field displays for expense items that are based on units, such as mileage.

Updating the value in this field automatically updates the displayed calculation at the top portion of the screen.

Unit Rate This field displays for expense items that are based on units, such as mileage.

If the expense item is unit-based, the rate automatically displays in this field.

Updating and saving the value in this field automatically updates the displayed calculation at the top portion of the screen.

Amount This field supports a number with two decimals and uses the thousands separator.
  • If the expense item is unit-based, this is read-only and not a required field. If you enter units and unit rate, the mobile application automatically calculates the amount.
  • If the expense item is not unit-based, this field becomes editable. You can enter a number without decimals or thousands separator.

Updating and saving the value in this field automatically updates the displayed calculation at the top portion of the screen.

Reference Enter a reference. This is usually used for groupings in reports.
Credit Card Tap the drop-down field to view the list of available credit cards and select the one you need.

The option you select in this field affects the reimburse amount. Updating the selected option in this field automatically updates the displayed calculation at the top portion of the screen.

Personal Expense Select this check box for personal expenses. It is only enabled when you select a credit card.

If you select this check box, the Project and Phase fields must be empty.

The mobile application deducts the amount of this line from the expense report total. Updating the value in this field automatically updates the displayed calculation at the top portion of the screen.

Notes Enter additional information.
Attachments Tap this field to view existing attachments or upload new attachments.
Rejected by Manager Notes This field only displays for rejected expense lines.

It displays the notes from the person who rejected this expense line.

Rejected By This field only displays for rejected expense lines.

It displays the name of the person who rejected the expense line.