First Wizard Page

Use the first wizard page of the Add Expense or Edit Expense wizard to set up or edit the transaction ID, employee name, type of expense, and expense date of the expense that you want to add or update.

Wizard Fields

Field	Description
Transaction ID	Enter up to 20 characters for the transaction ID. You will receive an error if you click the Next button and you have not supplied this ID. Be sure the transaction ID you enter has not already been used for the employee you select in the next field. The transaction ID cannot have been previously used with the selected batch ID and batch type.
Employee	A default employee name displays if a default employee ID is set up for the batch type selected for this expense. If you do not want to use the default employee or a default is not set up for this batch type, click to the right of the field to select an employee. Note: When employees are assigned to expenses within Maintain Batch Expenses, Deltek Expense filters the results to include only those whose pay currency matches the selected batch type's pay currency. For example, if the pay currency of the batch type is CAD, then only those employees whose pay currency is CAD are included.
Wizard Type	Select the type of the expense from the drop-down list. The third screen for adding expenses differs, depending on this selection. The valid options are: Car Rental Entertainment Lodging Meals Mileage Other Transportation The default value for this drop-down list is based on the default wizard type set up in the selected batch type. If a wizard type is not set up for the selected batch type, the default is Select. If you have not selected a wizard type before clicking the Next button, the system displays an error message.
Expense Date	Click to the right of the field to select the date of the expense. The default date is the current date.
Personal	Select this check box if the expense is a personal expense. By default, this check box reflects the Personal check box set up for the selected batch type.
Next	Click this button to proceed to the next screen and continue adding the expense. The possible errors that can occur here are: Transaction ID is required. Wizard Type is required. Expense Date is required. The Batch ID, Batch Type and Transaction ID combination already exists in the Batch Expense Edit table. The Transaction ID and Employee combination already exists in the Batch Expense Edit table. The Transaction ID already exists for a non-filtered record in the Batch Expense Edit table. The Transaction ID already exists in the Batch Expense Outstanding table. If an error occurs, the cursor is positioned in the field that has the error. Once you have corrected all errors, you will be taken to the next screen.