Expenses Tab

The Expenses tab allows the user to record expenses for the selected task.

This tab contains two screens. The first is known as the Expense Item List screen, and the next as the Add/Edit/Delete/View Expense Item screen.

Even after the data has been saved to the cloud the data is still editable and updated data may be saved over existing data.

Expense Item List screen in detail

This screen allows the user to view all of the expense items that have been added for the selected task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Delete All Expenses button	To allow the user to delete all expense items that have been entered for the selected task.	Displays alert below. If the user presses OK on the alert, then Field Service Mobile deletes all of the expense items saved for this task. If the user presses Cancel on alert, then the alert is hidden, and no changes are made.	Once one or more expense items have been saved to the cloud.	Shows alert reading “Are you sure you want to Delete? OK. Cancel”.	2
Saving To Cloud indicator	To inform the user that the expense item details are being saved to the cloud.	None	After the Save button has been pressed until the data has been saved to the cloud.	None	3
Exit Without Saving button	To allow the user to delete one or more expenses that have been added to the Expense Items list for this task but not yet saved.	Shows the alert below. If the user presses OK on the alert, then Field Service Mobile deletes the any expense items that have been entered but not yet saved for this task. If the user presses Cancel on alert, then the alert is hidden, and no changes are made.	When one or more Expense Item entry instances in the Expense Item list have not been saved to the cloud.	Shows the alert “Are you sure you want to discard your changes?"	4
Save button	To allow the user to save one or more expense items that have been added to the Expense Item list but not yet saved.	Saves the unsaved data from the Expense Item list to the cloud.	When one or more Expense Item entry instances in the Expense Item list have not been saved to the cloud.	None	5
Add New Expense button	To allow the user to navigate to the Add/Edit/Delete/View Expense Item screen.	Displays the Add/Edit/Delete/View Expense Item screen with all data entry fields filled with default values.	Always	None	6
Expense Items list	To display all expense items for the selected task, both saved and unsaved.	If the user presses any of the entries within the list the Add/View/Delete Expense screen.	Always	None	7
Expense Items List entry	To display details for a particular Expense Item. The fields displayed are category, description, date and amount. Also, to function as a button that, when pressed, displays the Add/Edit/Delete Expense Item screen.	Displays the Add/Edit/Delete Expense Item screen with all data entry fields filled with the values from the current expense item.	When there are one or more expense items added for the selected task.	None	8
Total Of Expenses text display field	To display the sum of all saved expense items.	None	Always	None	9
Status display field	To display the status of the expenses in the Field Service system.	None	Always	None	10

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

Shows the Selected Task Details screen.

Always

None

Delete All Expenses button

To allow the user to delete all expense items that have been entered for the selected task.

Displays alert below.

If the user presses OK on the alert, then Field Service Mobile deletes all of the expense items saved for this task.

If the user presses Cancel on alert, then the alert is hidden, and no changes are made.

Once one or more expense items have been saved to the cloud.

Shows alert reading “Are you sure you want to Delete? OK. Cancel”.

Saving To Cloud indicator

To inform the user that the expense item details are being saved to the cloud.

None

After the Save button has been pressed until the data has been saved to the cloud.

None

Exit Without Saving button

To allow the user to delete one or more expenses that have been added to the Expense Items list for this task but not yet saved.

Shows the alert below.

If the user presses OK on the alert, then Field Service Mobile deletes the any expense items that have been entered but not yet saved for this task.

If the user presses Cancel on alert, then the alert is hidden, and no changes are made.

When one or more Expense Item entry instances in the Expense Item list have not been saved to the cloud.

Shows the alert “Are you sure you want to discard your changes?"

Save button

To allow the user to save one or more expense items that have been added to the Expense Item list but not yet saved.

Saves the unsaved data from the Expense Item list to the cloud.

When one or more Expense Item entry instances in the Expense Item list have not been saved to the cloud.

None

Add New Expense button

To allow the user to navigate to the Add/Edit/Delete/View Expense Item screen.

Displays the Add/Edit/Delete/View Expense Item screen with all data entry fields filled with default values.

Always

None

Expense Items list

To display all expense items for the selected task, both saved and unsaved.

If the user presses any of the entries within the list the Add/View/Delete Expense screen.

Always

None

Expense Items List entry

To display details for a particular Expense Item. The fields displayed are category, description, date and amount.

Also, to function as a button that, when pressed, displays the Add/Edit/Delete Expense Item screen.

Displays the Add/Edit/Delete Expense Item screen with all data entry fields filled with the values from the current expense item.

When there are one or more expense items added for the selected task.

None

Total Of Expenses text display field

To display the sum of all saved expense items.

None

Always

None

Status display field

To display the status of the expenses in the Field Service system.

None

Always

None

Add/Edit/Delete/View Expense Item screen in detail

This screen allows the user to add, edit, delete or view expense items.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	To allow the user to navigate to the Expense Items List screen.	Displays the Expense Items List screen.	Always	None	1
View Previous Expense Item button	To allow the user to view the previous expense item.	Populates the Category dropdown list, Amount text field and Description text box with the values from the previous expense item.	When there are two or more expense items entered and Field Service Mobile is not showing the first expense.	None	2
View Next Expense Item button	To allow the user to view the next expense item.	Populates the Category dropdown list, Amount text field and Description text box with the values from the next expense item.	When there are two or more expense items entered and Field Service Mobile is not showing the last expense.	None	3
Toggle Selected Task Details Screen Visibility button	To allow the user access to functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	4
Add New Expense Item button	To allow the user to add a new expense item for the selected task.	Displays the Add/Edit/Delete Expense Item screen and populates the Category dropdown list, Amount text field and Description text box with the default values.	Always	None	5
Delete Current Expense Item button	To allow the user to delete the currently displayed expense item for the selected task.	Deletes the current expense and shows the Expense Item List screen.	Always	None	6
Category dropdown list	To allow the user to select a category for the current expense item for the selected task.	None	Always	None	7
Amount text field	To allow the user to enter a cost amount for the current expense for the selected task.	None	Always	None Note: This field only allows the user to type numerals, decimal points or the letter “e”. To be considered valid the value entered must not have more than one decimal point preceding another character or contain the letter “e”.	8
Description text box	To allow the user to enter a description for the current expense item for the selected task.	None	Always	None	9
Receipt Upload button	To allow the user to select an existing image of the receipt from their mobile device memory.	Shows the user the operating system default image selection tool.	When the Receipt Image field contains no data.	None	10
Receipt image field	To allow the user to view the image that they have uploaded for the current expense item.	Shows the user the operating system default image selection tool.	When the user has successfully used the Receipt Upload button to select an image for the current expense item and has not pressed the Clear Receipt Image Field button while viewing the current expense item.	None	11
Clear Receipt image field button	To allow the user to delete the image for the current expense item.	Clears the contents of the Receipt Image field for the current expense item.	When the Receipt Image field contains data.	None	12

Section

Task

Effect

Availability

Errors/Alerts Shown

Highlighted in Screenshot

Back button

To allow the user to navigate to the Expense Items List screen.

Displays the Expense Items List screen.

Always

None

View Previous Expense Item button

To allow the user to view the previous expense item.

Populates the Category dropdown list, Amount text field and Description text box with the values from the previous expense item.

When there are two or more expense items entered and Field Service Mobile is not showing the first expense.

None

View Next Expense Item button

To allow the user to view the next expense item.

Populates the Category dropdown list, Amount text field and Description text box with the values from the next expense item.

When there are two or more expense items entered and Field Service Mobile is not showing the last expense.

None

Toggle Selected Task Details Screen Visibility button

To allow the user access to functions on the Selected Task Details screen.

Shows the Selected Task Details screen.

Always

None

Add New Expense Item button

To allow the user to add a new expense item for the selected task.

Displays the Add/Edit/Delete Expense Item screen and populates the Category dropdown list, Amount text field and Description text box with the default values.

Always

None

Delete Current Expense Item button

To allow the user to delete the currently displayed expense item for the selected task.

Deletes the current expense and shows the Expense Item List screen.

Always

None

Category dropdown list

To allow the user to select a category for the current expense item for the selected task.

None

Always

None

Amount text field

To allow the user to enter a cost amount for the current expense for the selected task.

None

Always

None

Note:

This field only allows the user to type numerals, decimal points or the letter “e”.

To be considered valid the value entered must not have more than one decimal point preceding another character or contain the letter “e”.

Description text box

To allow the user to enter a description for the current expense item for the selected task.

None

Always

None

Receipt Upload button

To allow the user to select an existing image of the receipt from their mobile device memory.

Shows the user the operating system default image selection tool.

When the Receipt Image field contains no data.

None

Receipt image field

To allow the user to view the image that they have uploaded for the current expense item.

Shows the user the operating system default image selection tool.

When the user has successfully used the Receipt Upload button to select an image for the current expense item and has not pressed the Clear Receipt Image Field button while viewing the current expense item.

None

Clear Receipt image field button

To allow the user to delete the image for the current expense item.

Clears the contents of the Receipt Image field for the current expense item.

When the Receipt Image field contains data.

None

General Notices