Add or Edit a Planned Expense

Use the Add Expense or Edit Expense screen to add a planned expense or edit an existing expense.

To add a planned expense or modify an existing one, complete the following steps:

1. On the Planned Expense(s) screen, click Add Expense to add a planned expense, or select the expense in the table and click Edit Expense to edit an existing expense.
2. When you add an expense, you must also select a wizard type from the pop-up menu, which displays after you click Add Expense. Choose one of the following expense wizards:
   • • Transportation
   • • Lodging
   • • Car Rental
   • • Meals
   • • Entertainment
   • • Other
3. On the Add Expense screen (Edit Expense screen when in Edit mode), complete fields on the following tabs:
   • • Details tab
   • • Charge Allocation tab
     Note: After you successfully add a planned expense, a line for that expense displays in the table on the Planned Expense(s) screen.

     Expense authorizations that require attachments, such as an airfare quote, hotel room confirmation, or trip authorization form, are flagged after you submit the expense authorization. If validations determine that attachments are required, the Workflow Status section displays, where you can attach receipts by clicking for any Attach task assigned to you.