Expenses

The Expenses  screen lists all of expenses on the expense report. 

There are several columns for each expense:

• Date: The date in which the expense was incurred. A reference number, which is a unique identifier of an individual expense will appear under the date. The reference number comprises the Report ID and expense line number.
• Expense Type: The name of the expense type added to report. Under the expense type name, you will also see the description of the expense type. If this is a credit card transaction, the description from the credit card provider will show in this field.
• Notice: See Icon Legend.
• Business: The amount the company is responsible for toward the expense.
• Personal: The personal amount identified on company paid expenses. This would apply to company paid credit cards.
• Due: The amount that is to be reimbursed by the company to the user for the expense.

Grouping

There are several different groupings you can view your expenses within a report:

• No Grouping (default)
• Grouping by Date
• Grouping by Payment Type
• Grouping by Consolidate Charges
• Grouping by Expense Category
• Grouping by Charged Currency
• Grouping by Action
   

Expense Details

To view and/or edit specific expense lines, click on a specific expense line to view the details of that expense.

• The details will appear in a window on the right side of the screen.
• Edit any details or amounts as needed.
• If all fields are not visible, the user can expand the expense details area or scroll the page down. Click the icon again to contract it. 

Additional Options

From this screen, you can:

• Add An Expense
• Itemize Out-Of-Pocket
• Modify An Expense
• Delete An Expense
• Change Expense Type
• Move Charges to Report
• Adding Attendees
• Import Attendees
• Import WBS Distribution