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- 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
push pin icon. This allows you to go back to your search list when you click on "Add an Expense".
- Enter information into fields (Fields may vary depending on type of expense).
- Fields marked with 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 tab to go back to view the expense detail screenClick the Distribution Tab to change and the distribution of the individual line item defaulted from the cover page.
- Click the Attendees Tab tab to add or edit Attendees (ex. Meals Expense Types).
- Click the Receipt Viewer Tab to Upload ReceiptsReceipts tab to upload receipts. Go to the Attachment section for instructions.
- Click on Apply Changes Save to save your changes (If attendees are required, this button will read Apply And Go To Attendees ).
- Click on Apply And Save & Add Newto save and add another expense.
- Click on Cancel to
icon 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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