Your organization may have more than one Apptricity application installed. For consistency and usability, some icons are shared in all Apptricity applications. They appear across the Apptricity range of applications. Remember, the Expense application is customizable, so your System Administrator can change the icons used for any of these functions. These are the standard icons for the base version of Expense.
Regardless of the application you use, the icons function the same way. In addition, each Apptricity application includes its own set of icons that are unique to that specific product. Expense is no different, and its unique icon set is illustrated in the second table below.
Expense Icons
The following table explains the various icons and related functions used throughout the Expense application.
Icon |
Name |
Functions |
---|---|---|
|
Action Menu |
Displays the action menu selections for the pane you are viewing, and the actions available for the selected item. When you hover your mouse over the icon, a list of actions that you can select appears in a drop-down menu. |
|
My Expense Reports |
Displays the main Expense area, where you manage your expense items and expense reports. |
|
Add New Expense Report |
Enables you to add a new expense report. |
|
Add New Unassigned Expense |
Enables you to add new, unassigned expenses, which will then be added to expense reports. |
|
Quick Entry |
Enables you to quickly add mileage or general expenses and create an open expense report. |
|
Expense Report Archives |
Enables you to view previous and current expense reports. |
|
Reassign Expense Items |
Enables you to reassign corporate card expense items to the correct user. You must have the appropriate permissions to reassign expense items. |
|
QIF Import |
Enables you to import company expenses changed on your personal credit card using the Quicken Interchange Format. |
|
Recurring Expense |
Enables you to set up a recurring expense one time, then the system automatically creates unassigned expense items as scheduled. |
|
Cash Advance |
Enables you to request a cash advance. |
|
Cash Advance Archive |
Enables you to view all previous and current cash advances, no matter their status. |
|
Reports |
Displays the Reports menu and each pre-defined report. |
|
Fax |
Enables you to create a fax cover sheet to use when sending documents (such as receipts or other printed records) to the Expense application. Items sent by fax appear in your receipts area. |
Apptricity Shared Icons
The following table explains the common icons and related functions shared throughout the Apptricity applications.
Icon |
Name |
Functions |
---|---|---|
|
Action Menu |
Displays the action menu selections for the pane you are viewing, and the actions available for the selected item. When you hover your mouse over the icon, a list of actions appears in a drop-down menu. |
|
Add |
Adds a row to a list. |
|
Administration |
Allows the Application or System Administrator access to certain tasks. You will not see this icon if you do not have the role of Application Administrator or System Administrator. |
|
Batch |
Displays the Batch menu options for importing and exporting files. You will not see this menu if you do not have the appropriate permissions assigned to you. |
|
Home |
Displays the Home page. |
|
Logout |
Logs you out of the application. |
|
Min/Max Arrows |
Closes and opens the left navigation pane. |
|
Reports |
Displays the reports available for you to create, view, and save. |
|
User |
Displays your user name and allows you to access the User menu selections. |