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To Create a New Expense Report:

1. Click on Expense
2. Click on Create a New Report
3. Select the type of report from the menu. Contact your supervisor if you are unsure of which type of report to use.
4. Fill in the Report Fields. Fields marked with a * are required. (Fields may vary depending on the businesses' requirements and/or type of report)

If an expense report covers more than one project or department, the charges may be required to be distributed over those projects or departments

1. Enter the Expense Code:
   • For Direct Expenses, enter Client, Project, and Task.
   • For Indirect Expenses, enter Department.
   • Use the search functionality if needed to fill in these fields.
2. Enter the %Allocation.
3. Click Add A Distribution for each additional line.
4. Make sure that the %Allocation column totals to 100%.

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