Create an Expense Sheet

Use these steps to create an expense sheet.

To add a new Expense Sheet:
  1. Go to the Expenses workspace.
  2. Click + New Expense Sheet.
    The Create Expense Sheet wizard displays.
  3. Select an employee name from the dropdown list. Specify your name, or that of another employee (if you are registering by proxy).
  4. Enter a description. This is a free-text field.
  5. Enter the job for which the expense was incurred.
  6. Enter the currency in which the expense was incurred.
  7. Click Create.
    Maconomy automatically displays the expense sheet you just created.
  8. To add lines to the expense sheet, click + Add Expense Sheet Line.
  9. Fill out the line fields as needed.
  10. Click Save.
  11. If the Just. Req. field is selected for the line, expand the Expense Justification assistant on the right side of the workspace and fill out the fields there as well.
  12. Click Save.