Expense Procedures This section describes the steps you need to work with expenses. Related Topics:Create an Expense Sheet Use these steps to create an expense sheet. Copy from an Expense Sheet You can copy lines from an existing expense sheet. This action copies job and task numbers, but resets quantities and amounts to zero. Edit an Expense Sheet Use these steps to edit an expense sheet. Duplicate an Expense Sheet Use these steps to duplicate an existing expense sheet. The Duplicate... action copies header information, job and task numbers, and quantities and amounts. Attach a Receipt to an Expense Sheet Line When associating a receipt with an expense sheet line, you have two options. You can attach the receipt directly from your local drive, or you can choose to associate an expense sheet line with an existing receipt. Add Receipts to the Receipts Tab To add several receipts at once, perform a batch upload from the Receipts tab. View a Receipt You can view any receipt attached to an expense sheet line in the Registrations tab, or listed in the Receipts tab. Delete an Expense Sheet Use these steps to delete an expense sheet. Print an Expense Sheet Use these steps to print an expense sheet. Submit an Expense Sheet Use these steps to submit an expense sheet. Approve or Reject an Expense Sheet Use these steps to review and approve or reject new/updated expense sheets submitted for your approval. You can also approve (and reject) expense sheets in the Approval Center workspace. Parent Topic: Expenses and Mileage HomeMaconomy User Guides Web ClientSelf ServiceExpenses and MileageExpense Procedures
Expense Procedures This section describes the steps you need to work with expenses. Related Topics:Create an Expense Sheet Use these steps to create an expense sheet. Copy from an Expense Sheet You can copy lines from an existing expense sheet. This action copies job and task numbers, but resets quantities and amounts to zero. Edit an Expense Sheet Use these steps to edit an expense sheet. Duplicate an Expense Sheet Use these steps to duplicate an existing expense sheet. The Duplicate... action copies header information, job and task numbers, and quantities and amounts. Attach a Receipt to an Expense Sheet Line When associating a receipt with an expense sheet line, you have two options. You can attach the receipt directly from your local drive, or you can choose to associate an expense sheet line with an existing receipt. Add Receipts to the Receipts Tab To add several receipts at once, perform a batch upload from the Receipts tab. View a Receipt You can view any receipt attached to an expense sheet line in the Registrations tab, or listed in the Receipts tab. Delete an Expense Sheet Use these steps to delete an expense sheet. Print an Expense Sheet Use these steps to print an expense sheet. Submit an Expense Sheet Use these steps to submit an expense sheet. Approve or Reject an Expense Sheet Use these steps to review and approve or reject new/updated expense sheets submitted for your approval. You can also approve (and reject) expense sheets in the Approval Center workspace. Parent Topic: Expenses and Mileage HomeMaconomy User Guides Web ClientSelf ServiceExpenses and MileageExpense Procedures