Auto Expense Wizard Opportunities Screen

Once you have populated the values at the top of the Auto Expense Screen, and selected and provided prices for the items at the bottom of the Auto Expense Screen, clicking the Save icon will advance to the second screen of the Wizard – the Auto Expense Wizard Opportunities screen. This screen displays a list of opportunities having opportunity services whose invoice type is Per Service that fit the criteria defined on the first screen. The Auto Expense Wizard Opportunities screen allows you to further refine the list of auto expenses that will be generated.

The screen displays information in a three-level hierarchy:

Opportunities Opportunity Services Auto Expenses Note that the checkboxes at any level can have one of three states. State Icon Description Checked All sub-items selected Unchecked No sub-items selected Boxed Some sub-items selected The following table describes the elements on the Auto Expense Wizard Opportunities screen.

Screen Element	Description
Collapse/Expand Arrows	Clicking the arrows to the left of the rows in the hierarchy collapse or expands the hierarchy level to help view context while updating and selecting values.
Expand All / Collapse All Hyperlinks	Clicking these hyperlinks expand or collapse all levels of the hierarchy, respectively.
Check Boxes	Deselecting an item or level prevents Aspire from creating an auto expense for that item when you save the screen. When one or more items within a hierarchy level are deselected, the checkbox for the hierarchy level displays a box instead of a checkmark. This allows you to see that some items within the level are deselected even when the level is collapsed.
Labor Rate	Under each opportunity service, you can specify an hourly rate for time spent by the subcontractor’s crew members. If the hourly labor rate has a checkmark in front of it, you must specify a non-zero value for the service.
Items from first screen	Under each opportunity service is a set of the items identified on the first Auto Expense Wizard screen. The rates shown per unit are those that were entered on the first screen.
Back Icon	Clicking this icon returns to the first screen of the Wizard without saving any changes.
Save Icon	Clicking this icon displays a confirmation message allowing you to confirm or cancel the action. If you confirm the action, Aspire will generate the specified auto expenses which can be further viewed by going to each opportunity estimate, drilling into the specified services, and selecting the Create Auto Expense option from the Actions menu.