Expense Entry FAQs

This page contains basic answers to common questions about Expense Entry. For in-depth information on how to enter expenses, browse this help system's Table of Contents by clicking the Contents

tab or enter a keyword in the Index

tab.

Before you can enter a mileage expense or other 'rate-based' expenses, your administrator must have first created the appropriate Expense Category. Rate-based expense categories can usually be identified because the rate value is appended to the name. For example: Mileage ($0.45 per mile)

Select the appropriate Expense Category.
Enter the number of units in the Quantity field.
The Amount field is automatically calculated.

Click the New Sheet button on the toolbar.
Enter a Sheet name.
Select a Project from the drop-down list.
Click anywhere in the first empty row to begin adding an expense.

Select which sheet to submit from the Active sheets drop-down list.
Click the Submit button on the toolbar.

Once submitted, the sheet is moved to the Submitted/Approved tab.

Click the ... icon in the Attachment column to attach a file with the expense. Most file types can be uploaded up to 4MB. Once attached, you can click on the icon again to view, delete or re-attach the file.

You can enter expenses in other currencies only if Currencies has been enabled by your Administrator. When enabled, you will see a currency drop-list when you enter the Amount. Enter the expense amount and the source currency for the expense.

Click anywhere on the expense entry row to be deleted.
Click the Delete selected Expense row button on the toolbar.

Submitted expense sheets are available for review from the Submitted/Approved tab.

Access for one or more views and functions may be disabled by your manager or administrator.
Columns may have been hidden using the Show/Hide function or may have been hidden by your manager or administrator.

The show/hide columns button on the toolbar allows you to customize the view by showing or hiding certain columns. Some columns are mandatory and cannot be hidden.

In the expense entry view, data is automatically saved whenever the user switches cells, changes views, etc. Data is not saved if the user logs out or closes the browser while adding or editing data in a field.

Numerous time and expense reports are available in the Reports tab.

Expense FAQs