Expense Report window

The name of the employee submitting the expense report

A short description of the expense report

A more lengthy description of the expense report

Report dates:

The earliest date of expenses you include on this report

The latest date of expenses you include on this report

Report amounts:

The amount of any advance payment you received for the expense on this expense report

The total amount of all expense listed on the expense report

The date of the expense

If the expense is associated with a project, enter the name of the project. Do not enter a project if this is a personal expense.

If the expense is associated with a phase, enter the name of the phase. Do not enter a phase if this is a personal expense.

A description of the expense

The recipient of the payment you made for the expense

If units are associated with the expense, the number of units. For example, if you are entering an expense for gas mileage, you would enter the number of miles you drove.

If units are associated with the expense, the amount your company will reimburse you for each unit

The amount of the expense

Number used to group and summarize similar items on the credit card bank register

For example, on your credit card, you have separate charges for the hotel room and for parking at the hotel. On your expense report, you enter H100 as a reference number for both the room charges expense item and the parking expense item.

If the expense is to be reimbursed on a vendor invoice, this field is for reference only on the expense report.

If you charged the expense on a company credit card, the credit card you used

Select this check box if this is a personal expense and you charged it on a company credit card. Ajera then enters the expense as a negative distribution on the vendor invoice for the expense report.

Optional columns:

Any notes entered by the employee submitting the expense report

Any notes entered by the manager approving the expense report