V3 Review Visit Overlay - Add Expense

To add an Expense to a Visit, use the following steps: 

  1. Navigate to a Visit Review overlay.
  2. Click Advanced Actions.
  3. Click Add Expense.

  4. Use the Add Expense overlay to enter the details about the Expense. If the Expense will be billed to the Account, be sure to change the Assigned To field.
  5. When you are finished adding information, click Save Expense
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