Modifying Expense Tracker Information for an Activity

Expense tracker includes information about the expenses that are incurred for the activity. You can include these expenses in a customer invoice. Here's how to change the expense tracker information for an activity.

1. On the home page, tap an activity name on the calendar to drill down on the task-based screen flow for the selected activity.

2. Tap Time & Expense Tracker in the side pane.

   The Time & Expense Tracker view appears in the main pane. It shows the time spent working on the activity in Time Tracker, the expenses incurred while working on the activity in Expense Tracker, and the photos associated with the activity in Attachments.

3. Create a new expense tracker record as follows:

   1. Next to Expense Tracker, tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new expense incurred in the fields that appear.

      The following table describes the fields. You must navigate away from the record to save the record.

      Field Name	Description
      Type	Select the type of expense (for example: Car Rental, Dinner, Conference).
      Amount	Type the amount to expense.
      Date	The date the expense was incurred.
      Comments	Type any necessary comment about the expense.
      Rate	Select a rate for the expense (for example: Expense or Material).
      Billable	Select this checkbox to indicate if the expense is billable. Otherwise deselect it.

4. To update an existing expense tracker record, tap the record field that you want to update, and then update the field value.

   You must navigate away from the record to save your changes to it.