Basic Information

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

Before adding expenses, you will enter basic information about the expense report information on the following tabs:

• Purpose
• Location
• 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, a Save Report button displays.

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