Edit a Claimed Expense

Before you can edit a claimed 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 edit a claimed expense, complete the following steps:

1. Select the check box next to the expense you want to edit and click Edit Expense.

If you are using the Category Columns or Date Columns layout option and more than one expense exists for that category or date, a second list displays, where you must select the actual expense you want to edit.

2. The Edit Expense screen displays a series of tabs. Modify the expense information as needed.

If you make errors, click Reset to return the to the state of the last saved state, if desired.

3. Click Continue to advance to the next tab.

4. Click Save on the last tab to save your changes.

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.