Planned Expenses Screen

Use the Planned Expenses section of the Expense Authorization form to add, edit, or delete detailed expense and charge allocation information.

After you add a planned expense, the details for that expense display on the Planned Expense(s) screen. Expenses are displayed in the order in which they were entered. The fields in the table are read-only.

When you click Add Expense or Edit Expense on the Planned Expense(s) screen, the Details and Charge Allocation tabs display, where you enter or modify all information related to the expense. The information you enter or modify on these tabs populates the grid on the Planned Expense(s) screen.

Contents

Screen Fields

Field	Description
Add	The Add button displays above the grid. To add expense detail, click Add and from the pop-up menu, select the type of expense you want to add: Lodging Car Rental Meals Entertainment Mileage Other After you select an expense detail, the Add Expense screen displays, where you can add the planned expense.
Edit	The Edit button displays above the grid. Select the check box next to the expense detail you want to edit, click Edit from the pop-up menu, and select the type of expense you want to add: Lodging Car Rental Meals Entertainment Mileage Other After you choose an expense detail, the Edit Expense screen displays, where you can edit the planned expense.
Delete	The Delete button displays above the grid. Select the check box next to the expense detail you want to delete, and click Delete.
ID	This is a numeric number that identifies each expense estimate. Click the hyperlinked number to open the associated expense, where you can view it or make changes.
Category	This field displays the category that was selected when you first entered the expense estimate.
Expense Type	This field displays the expense type that was selected when you first entered the expense estimate.
Charge	This field displays Default if the charge used for this expense estimate is the default charge that was entered in the Background section of the expense authorization. If you updated the charge information, this field displays Override.
Location	This field displays the location for this expense estimate. The location comes from the per diem fields if the expense authorization does not have multiple locations. If you selected Multiple Locations, the location data comes from the location description in the Background section of the expense authorization.
Start Date	This field displays the starting date you selected for the expense.
End Date	This field displays the ending date you selected for the expense.
# of Units	This field displays the number of units that were entered for this expense estimate. If the expense type selected is not a units-based expense type, this field displays 0.
Comments	This field displays any comments regarding this expense estimate. If no comments have been entered, this field is blank.
Estimate (xxx)	Estimate displays the estimated amount of the expense. If the estimate is over the ceiling amount for the expense, the estimate amount is displayed in green text. Click on the estimate amount to see the expense detail underlying the estimate. The estimate amount is displayed in the employee's pay currency.
Total	This field displays the total amount of all expense estimates entered for this authorization. The total amount is displayed in the employee's pay currency.