Apptricity Expense Help

Common Apptricity Application Icons

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_Icon00058.png 

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.jpg 

My Expense Reports

Displays the main Expense area, where you manage your expense items and expense reports.

Add_New_Expense_Report.jpg 

Add New Expense Report

Enables you to add a new expense report.

Add_New_Unassigned_Expense.jpg 

Add New Unassigned Expense

Enables you to add new, unassigned expenses, which will then be added to expense reports.

Quick_Entry.jpg 

Quick Entry

Enables you to quickly add mileage or general expenses and create an open expense report.

Expense_Reports_Archive.jpg 

Expense Report Archives

Enables you to view previous and current expense reports.

Reassign_Expense_Items.jpg 

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.jpg 

QIF Import

Enables you to import company expenses changed on your personal credit card using the Quicken Interchange Format.

Recurring_Expense.jpg 

Recurring Expense

Enables you to set up a recurring expense one time, then the system automatically creates unassigned expense items as scheduled.

Cash_Advance.jpg 

Cash Advance

Enables you to request a cash advance.

Cash_Advance_Archives.jpg 

Cash Advance Archive

Enables you to view all previous and current cash advances, no matter their status.

Reports00059.jpg 

Reports

Displays the Reports menu and each pre-defined report.

Fax_Cover_Sheet.jpg 

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_Icon.png 

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.jpg 

Add

Adds a row to a list.

administration.jpg 

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.jpg 

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.jpg 

Home

Displays the Home page.

Log_out.jpg 

Logout

Logs you out of the application.

Min_Max_Arrow.jpg 

Min/Max Arrows

Closes and opens the left navigation pane.

reports.jpg 

Reports

Displays the reports available for you to create, view, and save.

user_icon.jpg 

User

Displays your user name and allows you to access the User menu selections.

 

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