Expenses Basic Information

This area of the form displays basic, identifying information for expense report.

Contents

In the field descriptions that follow, any differences between the header area of Expert mode and the Expenses table in Wizard mode are noted within each description.

Field	Description
Add Claimed 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 are either in a combined Lookup or display as two separate Lookup fields. 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 in the table and click this button. In the Form view of Expert mode, if more than one expense exists, use the navigation arrows in the Expenses toolbar to find the expense you want to remove and then click Delete.
Edit Expense	To edit an existing expense, select it in the table and click this button.
Report ID	This field displays the expense report ID.
Expense ID	This field displays the expense ID.
Expense Type	This field displays the expense type. If there is only valid expense type available, that value displays by default. If there is more than one valid expense type, click to select it. For Wizard mode, see the Add Claimed Expense field description at the top of this table for more information.
Report Start	This field displays the expense report start date. This field displays in Expert mode.
Expense Date	This field displays the date on which the expense occurred.
Payment Method	In Wizard mode, this field displays the payment method (for example, cash) you selected when you added the expense details.
Expense Incurred	Text.
Transaction Currency	In Wizard mode, this field displays the transactional currency (for example, USD) of the expense.
Report End	This field displays the expense report end date. This field displays in Wizard mode.
Expense Amount	This field displays the amount of the expense after the expense is saved. In Expert mode, the label for this field is "Expense Amount."
Short Description	This field displays the report description.
Exit	In Wizard mode, click this to exit the current expense report and return to Table view of the Manage Expense Report form.
Back	In Wizard mode, click this to return to the previous page.
Submit	In Wizard mode, click this to submit your expense report after you finish adding all the expenses. The button only displays if at least one expense has been added to the report.
Continue	In Wizard mode, click this to proceed to the next page.