Expense 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.

 

 

How do I...

How do I enter an expense?

ClosedHow do I enter a mileage expense?

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)

  1. Select the appropriate Expense Category.

  2. Enter the number of units in the Quantity field.

  3. The Amount field is automatically calculated.
     

ClosedHow do I create a new sheet?

  1. Click the New Sheet button.

  2. Enter a Sheet name, or modify the default name entered.

  3. Click anywhere in the first empty row to begin adding an expense.
     

ClosedHow do I submit an expense sheet?

  1. Select which sheet to submit from the Active sheets drop-down list.

  2. Click the Submit button located at the far right of the screen.

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

 

ClosedHow do I attach a receipt?

Click the ... icon in the Attachment column to attach a file with the expense. Most file types can be uploaded up to 8MB. Once attached, you can click on the icon again to view, delete or re-attach the file.

 

ClosedHow do I enter an expense in a different currency?

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.

 

ClosedHow do I delete an expense entry?

  1. Click anywhere on the expense entry row to be deleted.

  2. Click on the ellipsis button (...)

  3. Select the Delete selected Expense row option.
     

How do I edit a rejected expense?

 

Problems

ClosedWhere are the expense sheets I have already submitted?

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

 

ClosedSome buttons or features are not available

  • 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.

 

About the Expense view

ClosedShow/Hide columns

The show/hide columns option (click the ellipsis button ...) allows you to customize the view by showing or hiding certain columns. Some columns are mandatory and cannot be hidden.

 

ClosedWhere is the Save button?

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.

 

ClosedExpense Reports

Numerous time and expense reports are available in My Entries > My Reports.