The My Expenses page enables you to maintain all your expenses, no matter where they are entered in the system. This includes expenses for tickets and tasks. You can also enter expenses without linking them to tickets or tasks, such as for your own company's expenses.
You can enter expense entries for any date on any expense report. You are required to enter a date in the header of the expense report but the date does not restrict you.
Approving Expense Reports
Submitted expense reports can be manually approved or auto approved.
If your company uses approval routes, submitted expense reports display in the My Approval folder of the appropriate persons for review. The submitted expense report is then approved or rejected.
If your company does not use approval routes, the submitted expense report is auto approved.
The Approval History tab shows the history of submitted expense reports.
Statuses
An expense report can have the following statuses.
Open
Submitted
Approved
Rejected
A Submitted or Approved expense report cannot be edited. A Rejected expense report can be subsequently Submitted and Approved.
Notification
You are notified about approvals and rejections in several ways.
A message displays in the Settings > My Messages inbox.
You may also receive an email message.
The status of the expense report will show Approval or Rejected.
Actions
Print Expense Sheet
Submit for Approval
Adding Expenses
Select the Home > My Expense Reports page.
Click New.
Enter the following in the Expense Sheet Info tab.
Name
Date
Notes
Enter the following in the Expense Info tab.
Expense Type
Date - The date the expense was incurred
Amount Spent
Mark Up / Down - Adjust up or down by amount ($) or percent (%).
