Adding or editing an expense report
NOTE If your new expense report is similar to another expense report in your My Expense Reports list, you can copy the existing report and its expense items and edit as needed to create your new report. Refer to Copy an expense report.
Creating a new expense report or editing the properties of an existing one
To add a new expense report or edit an unsubmitted one, do the following:
- To open the page, use the path(s) in the Security and navigation section above.
Name | Description |
---|---|
Expense Report Name | The Expense Report Name has a 100-character limit. |
Period Ending | Enter the last date included in the expense report. |
Reimbursement Currency | If Multi-currency is enabled, the Reimbursement Currency field is displayed. Your default reimbursement currency is selected. You can select a different reimbursement currency from the list of all active currencies. If you do, the currency indicator of the Cash Advance field changes to the selected reimbursement currency. If the Require all expense reports created by a resource to be reimbursed in the same currency, and prevent a resource's reimbursement currency from being changed (Must be enabled when using QuickBooks integrations) system setting is checked, this field is disabled and set to your default reimbursement currency. NOTE Once you click Save & Close on this window, the reimbursement currency for this expense report cannot be changed. |
Cash Advance Amount | If you received a cash advance to cover incidentals, enter it here. The cash advance amount will be subtracted from the "To be Reimbursed" total of your report. The cash advance currency is always entered in the selected reimbursement currency. |
Line of Business | To associate this expense report with a line of business, select one from the drop-down menu. The line of business will be inherited by all expenses in the report. |
- Click Save & Close. The expense report opens to the Expenses tab.
Adding or editing expenses and attachments
The Expense Report page contains a row of function buttons, the Expenses tab, and the Attachments tab.