Adding new expenses

Expenses can be added using the Add New Expense option.

  1. Click Add New Expense or .
  2. Select an expense type.
  3. Specify the required information. This may vary based on the expense type you chose. See Expense Types.
  4. Select the Receipt Included check box, in case a receipt is included (if required).
  5. Select the Do Not Reimburse (Personal) check box, to exclude personal expenses.
  6. Select one (or more) predefined cost center in the Charge Code Allocation section.
  7. Select the Project.
    Note:  Most organizations require the selection of either a Cost Center or a Project, but not both.
  8. Click Add Allocation.
  9. Add notes related to the expenses, if required.
  10. Click Save.