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

1. Click > to open Design mode, and click the tab the expense widget is on.

2. Click to open the widget menu and click Edit.
3. In the Task Options section, check the Enable "New" button check box.
4. Click Save.

A New button will now be available below the widget header.

To enter a new expense report

1. 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..

2. If applicable, select the employee.

3. Select the Expense Report beginning date.
4. Select the Expense Report ending date.
5. 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.
6. Click OK.
7. Enter your expenses using:

• Expense reports in the browser
• Expense reports in the Click Once application