Expenses Tab

The Expenses tab lets you record expenses for the selected task.

This tab has two screens: Expense Item List screen, and the Add/Edit/Delete/View Expense Item screen.

After you save data to the cloud, you can still edit and the updated data may be saved over existing data.

Expense Item List screen in detail

This screen lets you view all the expense items added for the selected task.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	1
Delete All Expenses button	Lets you delete all expense items entered for the selected task.	Displays alert below. If you press OK on the alert, then Field Service Mobile deletes all of the expense items saved for this task. If you press Cancel on alert, then the alert is hidden, and no changes are made.	As soon as 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	Informs you that expense item details are being saved to the cloud.	None	After you press the Save button and the data has been saved to the cloud.	None	3
Exit Without Saving button	Lets you delete one or more expenses added to the Expense Items list but not yet saved for this task.	Shows the alert below. If you press OK on the alert, then Field Service Mobile deletes any expense items entered but not yet saved for this task. If you press 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	Lets you save one or more expense items 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	Lets you go 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	Displays all expense items for the selected task, both saved and unsaved.	If you press any entry in the list on the Add/View/Delete Expense screen.	Always	None	7
Expense Items List entry	Displays details for a particular Expense Item like category, description, date and amount. This also functions as a button that displays the Add/Edit/Delete Expense Item screen when you press it.	Displays the Add/Edit/Delete Expense Item screen with all data entry fields filled with the values from the current expense item.	When there's one or more expense items added for the selected task.	None	8
Total Of Expenses text display field	Displays the sum of all saved expense items.	None	Always	None	9
Status display field	Displays the status of the expenses in the Field Service system.	None	Always	None	10

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

This screen lets you add, edit, delete or view expense items.

Section	Task	Effect	Availability	Errors/Alerts Shown	Highlighted in Screenshot
Back button	Lets you go to the Expense Items List screen.	Displays the Expense Items List screen.	Always	None	1
View Previous Expense Item button	Lets you 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 you enter two or more expense items and Field Service Mobile is not displaying the first expense.	None	2
View Next Expense Item button	Lets you 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 you enter two or more expense items and Field Service Mobile is not displaying the last expense.	None	3
Toggle Selected Task Details Screen Visibility button	Lets you access functions on the Selected Task Details screen.	Shows the Selected Task Details screen.	Always	None	4
Add New Expense Item button	Lets you 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	Lets you 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	Lets you select a category in the current expense item for the selected task.	None	Always	None	7
Amount text field	Lets you enter a cost amount in the current expense for the selected task.	None	Always	None Note: This field only lets you type numerals, decimal points or the letter “e”. To be considered valid, you should not enter a value with more than one decimal point preceding another character or the letter “e”.	8
Description text box	Lets you to enter a description in the current expense item for the selected task.	None	Always	None	9
Receipt Upload button	Lets you select an existing image of the receipt from your mobile device.	Shows you the operating system's default image selection tool.	When the Receipt Image field contains no data.	None	10
Receipt image field	Lets you view the uploaded image for the current expense item.	Shows you the operating system's default image selection tool.	When you have successfully used the Receipt Upload button to select an image for the current expense item and you haven't pressed the Clear Receipt Image Field button while viewing the current expense item.	None	11
Clear Receipt image field button	Lets you 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

General Notices