Creating expense report line items

You can review or create the line item for an expense report. Specify the document title and purpose on the Document Header page and click Save.

You can also use this page to:

• Add out of pocket expenses, using the Out of Pocket option.
• Attach files or documents to the expense, using the Attachments option.
• Attach receipts to the expense, using the My Receipts option.
• Add notes to the expense, using the Notes option.
• Review the summary related to the expense, using the Summary option.
• Review history of the expense, using the History link.
• Modify or review the data related to the document header, using the View/Edit Header link.
• Print the details related to the expense, using the Print link.
• Export the data related to the expense, using the Export option.
• Attach credit card transactions to the expense, using the My Credit Card option.
• Add loose expenses to the expense report, using the My Loose Expense option.
• Add the travel related details to the expense, using the My Travel option.