Basic Information

The fields on the top of the expense authorization form are blank until the basic information is entered and the form is saved.

Basic about the expense report information is entered on the following tabs:

  • Purpose
  • Locations
  • Default Charges

Other tabs, such as Advances or Overall Attachments, may also display and require information. In Wizard mode, after all the basic information tabs are completed, an Update Authorization button displays.

After the authorization is saved, the fields in the top of the form (header area), populate based on the data entered on the completed tabs.