Creating New Expense Sheets from the Expense Sheet Module

1. On the Navigation Panel , click
   
   The Expense Sheets module opens.
2. On the ribbon, click
   
   A new line is added to the Expense Sheet grid and an Add New Expense Sheet pop-up window or in-line editor opens.
   Note: AdaptiveWork in-line editors are equipped with and ​ options, whereas pop-up windows are not.
   Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings.
   
   

Figure 1: Add New Expense Sheet Form

3. Edit the Expense Sheet field as necessary.
4. Click

• OR
• Click to save the Expense Sheet and create another new Expense Sheet.
  
  OR

5. Click
   
   The Add New Expense Sheet form expands.
   
   ​

Figure 2: Expanded Add New Expense Sheet Form

6. Click i n the Date field and define the date on the calendar.
7. Click in the Default Project field to select a project.
8. Click in the Owner field to assign a user.
9. Click in the Approver field to assign a user.
10. Click in the Expenses field to add an additional expense.

• ​Click here for more on adding new expenses.

11. Click
    
    OR

• Click to save the Expense Sheet and create another new Expense Sheet.

Creating New Expense Sheets from the Relations Panel

1. Select a project.
2. On the Relations Panel , click
3. Click
   
   The Add Related Expense Sheets multi-find window opens.

4. On the Add Related Expense Sheets multi-find window, click
   An Add New Expense Sheet form opens.
5. Edit the Expense Sheet field as necessary .
6. Follow steps 5 through 10 of the above procedure.

Creating New Expense Sheets from a Grid Column

1. Ensure the column for Expense Sheets appears in the grid.

• Add the column if necessary.

2. Select a project.
3. Double-click the Expense Sheet Item in the column.
4. Click located right of the Title field.
   
   The Add Related Expense Sheet multi-find window opens.

​

5. On the Add Related Expense Sheets multi-find window, click
   
   The Add New Expense Sheet form opens.
6. Edit the Expense Sheet field as necessary .
7. Follow steps 5 through 10 of the first procedure.