Planned Expenses Screen

Use the Expenses section of the form to enter and estimate planned expenses.

Because the Expense Authorization application is highly configurable based both on the type of expense and other configuration options chosen by the system administrator, Help for this section may contain descriptions for fields that do not appear on your version.

When you enter the authorization in Wizard mode, you are advanced to the Expenses tab after you have entered all the basic information and clicked Update Authorization in the preceding screen, for example, Default Charges or Advances.

From the table on the Expense tab, you can add, edit, or delete expenses. After you add an expense, some details about the expense display in the table. These are described in the table below.

Contents

Screen Fields

Field	Description
Add Planned Expense	Click this button to add an expense. In Wizard mode, if there is more than one valid expense type from which to choose, the screen refreshes to display the Expense Type lookup field. Click to select the category and expense type. Depending on configuration, the expense type and expense category display in a combined Lookup or as separate Lookups. In the Lookup dialog box, after you choose the expense type and category, click Select to add it to the report. In Expert mode, the Expense Details tab displays. Select the Category first and then select the Expense Type.
Delete	To delete an expense, select it in the table and click this button.
Edit Expense	To edit an existing expense, select it in the table and click this button.
Expense ID	This numeric value identifies each expense estimate.
Expense Type	This field displays the expense type you selected for this expense.
Expense Date	This displays the date you selected for the expense.
Estimate	This field displays the estimate you entered for the expense.
Ceiling	This field displays the ceiling amount of the expense if applicable. If the expense type selected is not a units-based expense type, this field displays 0 .
Start Date/Check In Date	This field displays the start date you selected. If it is for a lodging expense, the field name displays as "Check In Date."
End Date/Check Out Date	This field displays the end date you selected. If it is for a lodging expense, the field name displays as "Check Out Date."
Comments	This field displays any comments regarding the expense estimate. If no comments have been entered, this field is blank.
View Per Diem	Click the View link to view per diem rates for the selected location. Note: This link only displays for per diem locations and after you have selected at least one location.
Submit	In Wizard mode, click this to submit your expense authorization after you finish adding all the expenses. The button only displays if at least one expense has been added to the report.
Exit	In Wizard mode, click this to exit the current expense report and return to Table view of the Manage Expense Authorization form.
Back	In Wizard mode, click this to return to the previous page.
Continue	In Wizard mode, click this to proceed to the next page.