Create A New Report

To Create a New Expense Report:

1. Click on Expense
2. Click on Create a New Report
3. Select the type of report from the menu. Contact your supervisor if you are unsure of which type of report to use.
4. Fill in the Report Fields. Fields marked with a * are required. (Fields may vary depending on the businesses' requirements and/or type of report)

If an expense report covers more than one project or department, the charges may be required to be distributed over those projects or departments

1. Enter the Expense Code:
   • For Direct Expenses, enter Client, Project, and Task.
   • For Indirect Expenses, enter Department.
   • Use the search functionality if needed to fill in these fields.
2. Enter the %Allocation.
3. Click Add A Distribution for each additional line.
4. Make sure that the %Allocation column totals to 100%.

This distribution will become the default for the rest of the expense report. The distribution for individual expenses can be modified, if required.

When finished entering the data, click Create Report

This will take you to the Expenses screen where you can now Add Expenses to the report.