Entering a new expense report from an expense widget
Before you begin
- Verify that you have the appropriate designing security to enable the New button.
- Verify you have the appropriate security access to enter new expense reports.
To enable the new button on an expense widget
-
Click
> 
to open Design mode, and click the tab the expense widget is on. - Click
to open the widget menu and click 
Edit. - In the Task Options section, check the Enable "New" button check box.
- Click Save.
A New button will now be available below the widget header.
To enter a new expense report
- Click the New button on the widget.
This will launch either the ClickOnce application or Expense Reports in the browser if the feature is enabled..
- If applicable, select the employee.
- Select the Expense Report beginning date.
- Select the Expense Report ending date.
- If you want to copy a previous expense report, check the Copy Expense Report from... check box and select a expense report you want to copy.
- Click OK.
- Enter your expenses using:
Concepts
About expense reports with multi-company
About expense reports in the browser
Tasks
Setting up expense reports in the browser
Entering expense reports in the browser
Adding attachments to expense reports in the browser
Submitting expense reports in the browser
Copying expense reports in the browser
Copy expense report row in the browser
Changing expense reports in the browser
Deleting expense reports in the browser
View expense report notes in the browser
Printing expense reports in the browser
Previewing attachments on an expense report in the browser
Unsubmitting an expense report in the browser
Approving an expense report in the browser
Changing processed expense reports in the browser
Reapproving expense reports in the browser
Unapproving expense reports in the browser
Unsubmitting an expense report
Changing a processed expense report
References
Optional columns for the credit card list in expense reports in the browser
Optional columns for expense report details for Expense Reports in the browser
Optional columns for expense report for Expense Reports in the browser
