Create an Expense Sheet

You can create an expense sheet by navigating to the Expenses workspace.

To add a new Expense Sheet:

1. Navigate to the Expenses workspace.
2. Click + New Expense Sheet. The Create Expense Sheet wizard displays.
3. Enter a Description. This is a free-text field.
4. Enter a Project for which the expense was incurred. Note: This is optional. Leave it blank if entering an expense sheet for multiple projects.
5. Enter the Start and End Dates for this expense.
6. Select an Employee Name from the drop-down list. Specify your name, or that of another employee (if you are registering by proxy).
7. Enter the Currency in which the expense was incurred.
8. Click Create. iAccess automatically displays the expense sheet you just created.
9. To add lines to the expense sheet, click + Add Expense Sheet Line.
10. Fill out the line fields as needed.
11. Click Save.
12. If the Just. Req. field is selected for the line, fill out the fields in the Justification pane as well.
13. Click Save.