Create an Expense Sheet

Use these steps to create an expense sheet.

To add a new Expense Sheet:
  1. Go to the Expenses workspace.
  2. Click + New Expense Sheet.
    The Create Expense Sheet wizard displays.
  3. Enter a Description. This is a free-text field.
  4. Enter a Job for which the expense was incurred.
  5. Enter the Start and End Dates for this expense.
  6. Select an Employee Name from the drop-down list. Specify your name, or that of another employee (if you are registering by proxy).
  7. Enter the Currency in which the expense was incurred.
  8. Click Create.
    Maconomy automatically displays the expense sheet you just created.
  9. To add lines to the expense sheet, click + Add Expense Sheet Line.
  10. Fill out the line fields as needed.
  11. Click Save.
  12. If the Just. Req. field is selected for the line, fill out the fields in the Justification pane as well.
  13. Click Save.