Page Comparison

To add a new expense to an Expense Report:

• Click on Add An Expense
• Select the Expense Type from the menu.
  • A search bar is available if you would like to search for an expense. Only a portion of the expense name needs to be entered for the search.
  • A search can be "Pinned" if you click on the Image Addedpush pin icon. This allows you to go back to your search list when you click on "Add an Expense".
    Image Added
• Enter information into fields (Fields may vary depending on type of expense).
• Fields marked with a an asterisk * are required.
• There may be several tabs associated with the Expense (they will vary depending on how the application was set up).
  • Click the Details  Tab to go back to the expense detail screen
  • Click the Distribution  Tab to change the distribution of the individual line item defaulted from the cover page.
  • Click the Attendees Tab to add or edit Attendees (for ex. Meals Expense Types).
  • Click the Receipt Viewer Tab to Upload Receipts. Go to the AttachmentsAttachment section for instructions.
• Click on Apply Changes to save (If attendees are required, this button will read Apply And Go To Attendees ).
• Click on Apply And Add New to save and add another expense.
• Click on Cancel to cancel any changes.
  • If the Expense has not been applied, it will cancel the expense.
  • If the Expense has been applied, it will cancel any changes since it was last saved.

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• Itemized Expense
• Mileage Distance Search
• Adding Attendees
• Import Attendees from File 
• Per Diem Expenses
• Import WBS Distribution