Add Expenses

Before you can add an expense, you must first either create a new expense report or open an existing one.

To display the Claimed Expenses section of an open Expense Report, click the Claimed Expense bar or click the plus sign (+) at the end of the bar to expand it.

To add a claimed expense, complete the following steps:

1. Click Add Expense.

2. From the pop-up menu, select the expense category you want to add. Choose from the following options:

   • Car rental

   • Entertainment

   • Lodging

   • Meals

   • Mileage

   • Other

   • Transportation

If the expense category you have selected includes expense types (for example, the Transportation category may also include an expense type of Airfare), a secondary pop-up menu displays. Complete your selection by choosing the appropriate expense type.

After you select the desired expense category and expense type, the Add screen displays.

3. The Add Expense screen displays a series of tabs. To add the expense, complete fields on each tab as needed or required. When you are done, click Update on the Charge Allocation tab to complete the process.

Learn more about completing tabs and fields for the following types of expenses:

• • Car Rental

• • Entertainment

  • Lodging

  • Meals

  • Mileage

  • Other

  • Transportation

Expenses that require receipts are flagged after you submit the expense report. If validations determine that receipts are required, the Workflow Status section displays, where you can attach receipts by clicking for any Attach task assigned to you.