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+ User View Option #1 Add New Report Company

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Presentation on theme: "+ User View Option #1 Add New Report Company"— Presentation transcript:

1 + User View Option #1 Add New Report Company
Home Expense Time and Attendance Reports User Admin Unassigned Expense Line Items My Expense Reports Select plus sign to Add New Expense Report Report Status Notifications + Upload Receipts Something came in the mail today Quick Entry Skip View Action Items Check your mail Skip View Powered By Apptricity Option #1

2 User View + + + Option #1 Purpose Company
Home Expense Time and Attendance Reports User Admin An empty form is presented to the User to fill out, compile and upload receipts, both attached and unattached. Purpose Start Date to End Date + Items Add Items + Receipts Add Receipts Upload + Notes History Powered By Apptricity Save Save and Add New Save and Close Cancel Option #1

3 Save Save and Add New Save and Close
User View Company Home Expense Time and Attendance Reports User Admin Details An empty form is presented to the User to fill out, compile and upload receipts, both attached and unattached. Purpose Start Date to End Date + Items Items Add Unassigned Add Items Select Add Unassigned and unassigned line items will appear in left sidebar. User can drag line items into drop zone to attach to report. + Receipts + Receipts Add Unassigned Upload Add Receipts Upload + + Notes Notes History Powered By Apptricity Save Save and Add New Save and Close Save Save and Add New Save and Close Cancel Option #1

4 User View + + + Option #1 Purpose Company
Home Expense Time and Attendance Reports User Admin Purpose Unattached Receipts Start Date to End Date + Items Add Items + Receipts Add Receipts Upload Drag and Drop Unattached Receipts from right sidebar to Attach Receipts area. Upload Receipts from local drive. + Notes History Powered By Apptricity Save Save and Add New Save and Close Cancel Option #1

5 User View Option #1 Add New Expense Item
Company Logo Home Expense Time and Attendance Reports User Admin Select to Add New Expense Item Option #1

6 Save Save and Add New Save and Close
User View User can tab between the types of expenses and attach receipts to each. Company Logo Home Expense Time and Attendance Reports User Admin An empty form is presented to the User to fill out, compile and upload receipts, both attached and unattached. General Mileage Hotel Per Diem + Attached Receipts Add Unassigned Upload + Notes Option #1 Save Save and Add New Save and Close

7 User View Company Logo Home Expense Time and Attendance Reports User Admin General Mileage Hotel Per Diem Unattached Receipts + Attached Receipts Add Unassigned Upload Drag and Drop Unattached Receipts from right sidebar to Attach Receipts area. Upload Receipts from local drive. + Notes Option #1

8 User View Company Logo Home Expense Time and Attendance Reports User Admin General Mileage Hotel Per Diem Unattached Receipts + Attached Receipts Add Unassigned Upload + Notes User can enter Notes as well as read Notes from other contributors Option #1

9 User View Option #2 View Create Search Approvals Upload Company Logo
Home Expense Time and Attendance Reports User Admin View Create Search Approvals Upload Option #2

10 User View Option #2 Cash Advance Report Expense Travel Mileage Hotel
Company Logo Home Expense Time and Attendance Reports User Admin Cash Advance Report Expense Travel Mileage Hotel Per Diem Option #2

11 User View Option #3 Add New Report
Company Logo Home Expense Time and Attendance Reports User Admin Select plus sign to Add New Expense Report Option #3

12 Add Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Report Receipts Sort Details An empty form is presented to the User to fill out. Add Unassigned Items Add Unassigned Receipts Enter Your Note Here Post Save Cancel My Expense Items + Sort Status Date Amount Category Source Payment Type Receipts Vendor Project Notes + Upload Option #3

13 Add Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Report Receipts Sort Details Add Unassigned Items Add Unassigned Receipts Enter Your Note Here Post Save Cancel My Expense Items + Sort Status Date Amount Category Source Payment Type Receipts Vendor Project Notes User can drag unattached line items from the list into drop zone to attach to New Report + Upload Option #3

14 Add Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Report Receipts Sort Details Add Unassigned Items Add Unassigned Receipts Enter Your Note Here Post Save Cancel User can drag unattached receipts into drop zone to attach to New Report Upload Receipts from local drive. My Expense Items + Sort Status Date Amount Category Source Payment Type Receipts Vendor Project Notes + Upload Option #3

15 Add Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Report Receipts Sort Details Details Select Line Item to view/edit details and notes Add Unassigned Items Add Unassigned Receipts Enter Your Note Here Post Save Cancel My Expense Items Notes + Sort Status Date Amount Category Source Payment Type Receipts Vendor Project Notes + Upload Save Cancel Option #3

16 User View Option #3 Add New Expense Item
Company Logo Home Expense Time and Attendance Reports User Admin Select to Add New Expense Item Option #3

17 Attach Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin User can tab between the types of expenses and attach receipts to each. Add New Expense Item Receipts Sort General Mileage Hotel Per Diem An empty form is presented to the User to fill out, compile and upload receipts, both attached and unattached. Notes Attach Unassigned Receipts Save Cancel Reports Sort + Upload Report Details Save Cancel Option #3

18 Attach Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Expense Item Receipts Sort General Mileage Hotel Per Diem Notes Attach Unassigned Receipts Save Cancel Drag and Drop Unattached Receipts from right sidebar to Attach Receipts area. Upload Receipts from local drive. Reports Filter + Upload Report Details Save Cancel Option #3

19 Attach Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Expense Item Receipts Sort General Mileage Hotel Per Diem Notes Attach Unassigned Receipts User can enter Notes and view all Notes from other contributors in a pop up window Save Cancel Reports Filter + Upload Report Details Save Cancel Option #3

20 Attach Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Expense Item Receipts Sort General Mileage Hotel Per Diem Notes Attach Unassigned Receipts Once item is saved, User can drag item into Report to attach Save Cancel Reports Filter + Upload Report Details Save Cancel Option #3

21 Attach Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Expense Item Receipts Sort General Mileage Hotel Per Diem Notes Attach Unassigned Receipts Save Cancel Filter area would expand to allow User to filter Reports by status and Search using keywords Reports Filter + Upload Report Details Save Cancel Option #3

22 Attach Unassigned Receipts
User View Company Logo Home Expense Time and Attendance Reports User Admin Add New Expense Item Receipts Sort General Mileage Hotel Per Diem Notes Attach Unassigned Receipts Save Cancel Reports User can select a Report and View/Edit details below. Filter + Upload Report Details Save Cancel Option #3


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