Add Expenses

Use the Claimed Expense(s) section of the expense report form to enter expenses for reimbursement.

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

To add a claimed expense, complete the following steps:

1. On the expense report form, click the Claimed Expense bar or click the plus sign (+) at the end of the bar to expand it.
2. Click Add Expense.
3. 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 Expense screen displays a series of tabs. After you enter required information on a tab and click Continue, the next tab is enabled.

4. Complete fields on each tab and clickContinue to enable the next tab.
5. On the last tab, Charge Allocations, click Save to save and complete the form.

   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.