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".
- Enter information into fields (Fields may vary depending on type of expense).
- Fields marked with a * 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 Meals Expense Types).
- Click the Receipt Viewer Tab to Upload Receipts. Go to the Attachments 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.
Fields may vary depending on the type of expense being reported. Standard fields include:
- Date: The date the expense was incurred. If there is a range of dates associated with the expense, choose the last date in that range.
- Payment Type: Denotes how the expense was paid for (i.e. paid by employee or charged to the company credit card).
- Description: The expense type.
- Currency: The unit of currency the expense was incurred in.
- Business: Amount of the expense that the business is responsible for.
- Personal: Non reimbursable expense incurred by the traveler.
- Notes: Any additional notes that the user may want to add.
Additional Types of Expenses and Features
Expense has additional features to make expense reporting even easier: