Add/Edit Expense Screen

Use the Add Expense screen (Edit Expense in edit mode) to add or modify details for the selected expense type.

The screen displays after you click Add Expense or Edit Expense on the Claimed Expenses screen on the expense report.

Note: Before you can add car rental expenses, you must first either create a new expense report or open an existing one.

Add Expense and Edit Expense are wizard screens, where you enter expense information on the following tabs:

• Outstanding Expenses — This tab displays expenses that were either imported from a credit card feed or manually entered as a batch expense from which you can select.
• Details — Use this tab to enter background information about the expense. Fields on the screen vary based on the type of expense you are entering, for example:
  • Car rental
  • Entertainment
  • Lodging
  • Meals
  • Mileage
  • Other
  • Transportation
• Amount — Use this tab to enter the expense amounts.
• Taxes — If applicable, this tab displays tax information for the selected expense type.
• Charge Allocations — Use this tab to allocate the expense to the appropriate charges.

  After you enter required information on each tab and click Continue, the next tab is enabled. On the last tab, Charge Allocations, the form is completed after you click Save.