Create an Expense Sheet Line

You can create an expense sheet line to add details to your expense sheets.

To create an expense sheet line:

  1. Tap , and then tap Expense Sheet.
  2. Tap either the Open or All tab, scroll through the list, and tap the expense sheet you want to modify.
  3. Tap then tap New Line.
  4. On the Expense Sheet Line screen, add the following information as needed:
    1. Select a date from the date picker. The Date field is required.
    2. Enter an expense sheet line description in the Description field.
    3. Tap the Job field. The Job search screen displays. Search or select a job.
    4. Tap the Task field. The Task search screen displays. Search or select a task.
    5. Tap the Expense Amount Activity field. The Activity search screen displays. Search or select an activity.
    6. Enter the appropriate values in the Quantity, Unit Price, Tax, and Exchange Rate fields when applicable. The Amount field is automatically populated when you save the expense sheet line.
    7. Select a currency from the currency picker. The Currency field is required.
    8. Tap the Tax Code field. The Tax Code screen displays. Search or select a code.
    9. Tap then Attach Receipt to add a receipt.
  5. Tap .