Using the Search Field
Mobile Expense for Ajera allows you to search for projects, phases, and expense items.
Tapping the Project 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.
Tapping the Expense Item field on the Expense Line screen displays the Expense Item Search screen, allowing you to find and select the expense item that you need.
You can enter search characters in the search field. The displayed search help text indicates what you need to find. For example, Search name or number.
In addition, when a record is selected in a search, Mobile Expense for Ajera displays and highlights the selected record in the list on the Project Search, Phase Search, or Expense Item Search screen.
Favorites and Recent Projects
A key functionality in Mobile Expense for Ajera is the option to designate frequently used projects as "favorites."
Upon the initial opening of the Project Search screen, only the Search field is visible, and the list remains empty. As you begin entering characters relevant to the project name or number, the mobile application automatically searches for matching projects and displays them in the list. Subsequently, in your successive use of the Project Search screen, your favorites (if any) and the most recent 30 projects are automatically presented in ascending alphabetical order.
To mark a project as a favorite, simply tap the star icon next to the project. To remove the favorite status, tap the star icon again. Once you have at least one favorite, the screen will reveal the All and Favorites tabs. The All tab combines recents and favorites, while the Favorites tab exclusively displays favorites in the list.