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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 to view the expense detail and the distribution of the individual line item defaulted from the cover page.
- Click the Attendees tab to add or edit Attendees (ex. Meals Expense Types).
- Click the Receipts tab to upload receipts. Go to the Attachment section for instructions.
- Click on Save to save your changes (If attendees are required, this button will read Apply And Go To Attendees ).
- Click on Save & Add to save and add another expense.
- Click on
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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