In the bottom navigation, you will see the ‘Charges’ tab, second from the right.
Clicking on this will navigate to the Charges list view. Here you will find a tabbed banner that lets you view ‘My Charges’ or ‘All Charges’. Under that, you will see your list of Charges respectively.
To add a new Charge, tap the plus icon in the bottom-right corner. Clicking on this will navigate you to the Add Charges view, where you can fill in all required fields
When you are done filling in all required fields, click Save, and you will be navigated back to the Charges list view, where you will see your new Charge.
To view more details about a given Charge, simply click the Charge, and it will expand a menu showing the Member, Client, Billable, and Show on Bill values you entered.
To edit or delete a Charge, you can swipe left on the Charge to see the edit and delete buttons appear to the right.
Clicking on the filter icon in the upper right-hand corner will show a search bar, where you can search by number, description, or invoice number
Below the search is a calendar option where you can view charges by the date selected
Alternatively, you can click the calendar icon in the top right corner, to the left of the filters icon, to show a full calendar view of the current month and a summary of this month's total hours.
Create, View, Edit, Delete Charge
Steps to Create, View, Edit, and Delete Charges from the Charge View on the mobile app
Written by Christine Clark
Updated this week