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Viewing and Adding Expenses

Expenses, such as fuel/mileage, travel time, and parking/tolls, etc. are visible in the Expenses section of the Unified mobile app. To access, tap the 3 horizontal lines at the top left of the app, then select Expenses.

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To add a new expense to an appointment, navigate to either the appointments tab then find and tap that appointment.

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In the Appointment view, tap the Expense icon at the top-right of the app screen. Here you can view all expenses that have been added to the appointment. To add a new expense, tap the round ‘+’ button on the bottom right of the screen.

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Choose a category, then fill the text fields displayed by the category. Once entered, tap “Create”.

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