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 push pin
icon. This allows you to go back to your search list when you click on "Add an Expense".
- To select an expense type press on that expense type
- A separate window will open up on the right where you will be able to enter the expense details
- Enter the expense details into the corresponding fields (Fields may vary depending on type of expense) and the system configuration.
- Fields marked with a an asterisk * are required.
- There may be several tabs associated with the an Expense (they will vary depending on how the application was set up). These additional tabs will only appear after an expense line is saved.
- Click the Receipt Viewer Tab to Upload Receipts. Go to the Attachments section for instructions.Click the Attendees Tab 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 (for ex. Meals Expense Types).
- Click the Distribution Tab to change the distribution of the individual line item defaulted from the cover page
- Click the Details Tab to go back to the expense detail screen
- 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 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 appliedsaved, it will cancel the expense.
- If the Expense has been appliedsaved, it will cancel any changes since it was last saved.
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