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 push pinImage Added icon. This allows you to go back to your search list when you click on "Add an Expense".
  Enter information into
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    Image Added
• 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 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 (for ex. Meals Expense Types).
  • Click the Receipt Viewer Tab to Upload ReceiptsReceipts tab to upload receipts. Go to the AttachmentsAttachment 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 Image Added 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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• Itemized Expense
• Mileage Distance Search
• Adding Attendees
• Import Attendees from File 
• Per Diem Expenses
• Import WBS Distribution