To create a new expense authorization and enter expense data, complete the following steps:
In the Expense module, click Plan Expenses ›› Expense Authorization on the main menu.
On the Expense Authorization Welcome page, click 
Create.
You can also create an expense authorization by copying an existing one. Learn more about copying an expense authorization.
After you click Create, three tabs display: Purpose, Location(s), Default Charge(s) in the Create Authorization screen.
Complete fields and options on the Purpose tab and click Continue.
Complete fields and options on the Location(s) tab and click Continue.
Complete fields and options on the Default Charge(s) tab and click Create.
For more information about fields and options on these tabs, see Enter Background Data.
After you click Create on the Default Charge(s) tab, the screen refreshes and the following additional sections display in the Expense Authorization form:
Header Area — This area displays information you just completed on the Purpose tab and other information that is automatically generated. Learn more about fields in the Header section.
Background — The Background section contains the three tabs you just completed: Purpose, Location(s), Default Charge(s). To edit the information you entered on any of these tabs, click Background. Learn more about fields and options in the Background section.
Planned Expenses — Select the Planned Expenses section to add the individual expenses that will be charged against the expense authorization. Learn more about adding or editing Planned Expenses.
Supporting Schedules — After you initially create the expense authorization, the Supporting Schedules section displays information such as the default charge allocation. Additional supporting schedules become available as they are added, such as the Advance Schedule if an advance is requested as part of the submittal process. Learn more about the Supporting Schedules.
When you have added all the necessary information to complete the authorization, click Submit 
on the toolbar. The following tabs may display as part of the submittal process.
Errors and Warnings — This tab displays if the expense authorization fails any specified validations.
Advance Request — This tab only displays if you are allowed to request advances as part of the expense authorization submittal process.
User Directed Workflow — This tab displays if you are allowed to designate a specific person or role to approve the expense authorization.
Authenticate Signature — This tab displays if you are required to sign the expense authorization before submitting it.
For more information about fields and options on these tabs, see Submit an Expense Authorization.
If attachments, such as an airfare quote, hotel room confirmation, or trip authorization form, are required, the Workflow Status section of the expense report displays. Learn more about adding attachments.