Manual Expense Entry

Expenses can be manually entered into the application.

In the admin module expand Data Piping menu.
Expand the Data Import menu.
Click on Expense
On top navigation bar, click on Add for a new entry. Fill out the fields that are necessary for your configuration. The fields marked with an asterisk are standard required fields.

Fields	Description

Fields	Description
*Employee	Enter in the employee ID or Name
*Date	Enter in the date of the expense
*Title	Report Title
*Report Type	Report Type ID (Values can be found in Admin → Expense → Report Type)
*Currency	Expense Currency
Amount	Expense Amount
*Expense Type	Select the expense type for the entry
*Payment Type	Select the payment type the expense should go against
Field Value1	Custom field
Field Value2	Custom field
Field Value3	Custom field
Field Value4	Custom field
Field Value5	Custom field
**Billable (Expense Code) Field name notated to reference to screenshot below	Select an expense code (each configuration will have their own values) Admin → Expense → Expense Code
**Client (Level 1) Field name notated to reference to screenshot below	Search for the Level 1 Code or Name the expense should be charged to. *This field will NOT show up if your report type does not require a WBS distribution
**Project (Level 2) Field name notated to reference to screenshot below	Search for the Level 2 Code or Name the expense should be charged to if applicable *This field will NOT show up if your report type does not require a WBS distribution
**Task (Level 3) Field name notated to reference to screenshot below	Search for the Level 3 Code or Name the expense should be charged to if applicable *This field will NOT show up if your report type does not require a WBS distribution
**Sub Task (Level 4) Field name notated to reference to screenshot below	Search for the Level 4 Code or Name the expense should be charged to if applicable *This field will NOT show up if your report type does not require a WBS distribution
**Company (OPT) Field name notated to reference to screenshot below	This will default to the value set on the employee profile
**Department (Department) Field name notated to reference to screenshot below	This will default to the value set on the employee profile
*Note	Enter in notes for the time entry
Batch ID	Used to group time import (not required). There is an option to import time based on batch ID.
Report Status	Select the status you would like the expense to be once imported

*Required Field

**Names will be different for each configuration

Once you have filled out all necessary fields you have three options:

Save - This will save the entry but will not be available to see on the expense report.
Save & Import - This will save the entry and also import which will then show up on the expense report.
Cancel - Cancel the entry and will not save.