Background Section
Use the Background section of the Expense Report to enter background information such as expense report type, location where the expense was incurred, and charge allocation for the expense.
The Background section of the Expense Report includes the following tabs:
- Purpose
- Advances
- Location(s)
- Default Charge(s)
These tabs contain fields and options that are required to create the expense report. In the Create mode, these tabs display on the Create Report screen. However, after you complete all the required fields and successfully create the expense report, the tabs display in the Background section, where you can edit the information if necessary.
Additionally, some fields that you complete on the Purpose tab display in the header area of the form after the expense report is created.