---
title: "Auto Expense Wizard Screen"
slug: "auto-expense-wizard-screen"
tags: ["Language - English", "Industry - Landscaping", "Type - Reference", "Role - Account Manager", "Role - Branch Manager", "Role - Project Manager", "Role - Operations Manager", "Role - System Admin", "Role - Branch Admin", "Skill Level - 2 (Intermediate)"]
updated: 2023-01-13T22:08:57Z
published: 2023-01-13T22:08:57Z
canonical: "guide.youraspire.com/auto-expense-wizard-screen"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto Expense Wizard Screen

The *Auto Expense Wizard* is initiated by selecting the *Auto Expense Wizard* icon at the top of the [*Auto Expense* tab](https://youraspire.document360.io/docs/en/auto-expense-tab) of the *Company* screen.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1665083797201.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A22Z&se=2026-11-13T11%3A06%3A22Z&sr=c&sp=r&sig=Um08GhZMZEzwmzf1QxvyznM1E9KiHxIxdwauM1e5uRk%3D)

The bottom of the *Auto Expense Wizard* screen displays a list of all available materials in the item catalog that are flagged *Allocate from Mobile* on the *Catalog Item* screens in *Admin*.

The criteria at the top of the screen do not filter the list of items, but rather filter the opportunities and opportunity services to which the items selected at the bottom will be matched when generating the list of auto expenses on the second screen of the *Auto Expense Wizard (*the [*Auto Expense Wizard Opportunities screen*](https://youraspire.document360.io/docs/en/auto-expense-wizard-opportunities-screen)*)*.

The following table describes the elements on the *Auto Expense Wizard* screen.

| Screen Element | Description |
| --- | --- |
| Branch | Required. Only opportunities for the specified branch will be included on the second screen of the Wizard. Only one branch can be selected. |
| Effective Date | Required. Only opportunities for which the effective date is between their start and end date will be included on the second screen of the Wizard. |
| Division | Required. Only opportunity services for the specified division will be included on the second screen of the Wizard. Only one division can be selected. |
| Properties | Required. Only opportunities for the specified properties will be included on the second screen of the Wizard. Multiple properties may be selected. |
| Items Section | This section shows a list of all available materials in the item catalog that are flagged *Allocate from Mobile* on the *Catalog Item* screens in *Admin*. This list allows you to select the items for which automatic subcontractor expenses will be generated or updated. |
| Selection Checkbox | Allows you to specify that auto expenses will be generated for the item. |
| Item | Name of the item. |
| Unit Type | Item allocation unit type defined in the item catalog. |
| Amount | Defaults to zero ($0). If the item is checked for the generation of auto expenses, then you must provide a value that specifies the amount of the expense to be paid to the subcontractor per unit. |
| Cancel Icon | Clicking this icon returns to the *Company* screen without saving any auto expenses. |
| Next Icon | Clicking this icon advances to the second screen of the Wizard – the [Auto Expense Wizard Opportunities screen](https://youraspire.document360.io/docs/en/auto-expense-wizard-opportunities-screen). |