Add a Default Charge to Favorites

After you add a default charge to the Favorites list, it becomes available on the Favorites tab on the Charge Lookup screen.

To add a default charge to Favorites:

  1. Tap , and tap Expense Reports.
  2. Tap the Expense Reports tab.
  3. Scroll through the list of expense reports, and tap an expense report to open and edit.
  4. On the Expense Report screen, tap Default Charges.
  5. On the Default Charges screen, tap Add.
  6. On the Charge Lookup screen, tap Lookup Charges.
    1. To perform a search using a search type other than Project ID, tap the Project ID field, and tap a search type.
      Note: If you are logged in as a subcontractor, search is performed by Work Assignment ID.

      Search types are user-defined fields and their labels may change depending on your company’s preferences.

    2. Enter a search string in the Search String field, and tap to perform the search.
    3. Tap a charge from the list.
  7. On the Default Charges screen, tap On/Off in the Add to Favorites field to set it to On.
  8. Tap Done.