The Expense Authorization Form

The Expense Authorization form is a wizard application where each section of the form becomes available as another is completed. When all sections are completed, the Submit function becomes available, and the form is run through a series of validations prior to Workflow routing it to the next person designated in the approval process.

Sections of the Expense Authorization Form

Upon creating a new authorization form, you are first required to enter the purpose, location, and default charge information. After the form is initialized, the following sections display for completion:

  • Header Area — This area displays information you just completed on the Purpose tab and other information that is automatically generated.
  • Planned Expenses — Use this section to enter the individual expenses that will be charged against the expense authorization.
  • Supporting Schedules — Use this section to view and complete view expense authorization advances, and view expense distribution by charge.
  • Workflow Status — Use this section to complete tasks associated with the expense authorization.

Related topics:

  • Display the Expense Authorization Form
    The Expense Authorization form is located in the Expense module.
  • Header Area of the Expense Authorization Form
    The header area of the expense authorization form contains information that was automatically generated when you created the expense authorization, as well as information entered on the Purpose tab during the creation process.
  • Background Section
    Use the Background section of the Expense Authorization form to enter background information such as expense authorization type, location for the expense, and charge allocations for the expense authorization.
  • Planned Expenses Section
    It is possible to add, edit, or delete detailed expense charge allocations or see how expenses are allocated. You can also add or modify a planned expense.
  • Supporting Schedules Section
    Use the Supporting Schedules section of the Expense Authorization form to view and complete expense authorization advances, and view expense distribution by charge.
  • Workflow Status Section
    Tasks for expense authorization can be displayed as well as attachments.
Parent Topic: Plan Expenses