Add An Expense

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 an asterisk * 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 view the expense detail and the distribution of the individual line item defaulted from the cover page.
- Click the Attendees tab to add or edit Attendees (ex. Meals Expense Types).
- Click the Receipts tab to upload receipts. Go to the Attachment section for instructions.
Click on Save to save your changes (If attendees are required, this button will read Apply And Go To Attendees ).
Click on Save & Add to save and add another expense.
Click on icon 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.

Expense has additional features to make expense reporting even easier: