Actions on an Expense

This menu enables users of the Quick Expense Scanner app to access additional actions for a specific expense, such as editing, cloning, or deleting it. The available actions vary depending on where the menu is opened from.

Steps to Access the Actions

You can access the actions menu in two ways:

From the Expenses List:

1. From the Quick Expense Scanner app home screen, tap Expenses.
2. Tap the “⋮” icon (More Options) displayed on the card of the required expense.

An action menu appears with the following options: View, Edit, Print, Clone, Open in Browser, Hide from Mobile App, Delete.

From the Expense Details screen:

1. From the Quick Expense Scanner app home screen, tap Expenses.
2. Tap the required expense to open its details screen.
3. Tap the “⋮” icon displayed in the screen header.

A an action menu appears with the following options: Edit, Print, Clone, Open in Browser, Hide from Mobile App, Delete.

How the System Works

• View: Opens the Expense Details screen in read-only mode. This option is displayed only when the menu is opened from the Expenses List.
• Edit: Opens the Edit Expense screen.
• Clone: Creates a new expense pre-filled with the selected expense data.
• Open in Browser: Opens the selected expense in the device browser using the full web version of the system.
• Delete: Permanently deletes the selected expense after user confirmation.
• Print: Opens a printable preview of the selected expense (Expense Voucher) for printing or exporting.
• Hide from Mobile App: Hides the selected expense from the Expenses List within the mobile app.

Validation Rules

• An expense cannot be deleted without first obtaining user confirmation.