How do I enter expenses?

1. In your timecard portal, select the Expenses tab.

If your Timesheet status is "Not Created" you must Create a Timesheet so Expenses can be entered.

2. Click the "Add Expense" button.

3. Add the details of the expense:

  • Select the date of transaction
  • Select the category of expense (e.g., meal, lodging)
  • Enter a description
  • Enter the monetary amount to be expensed
  • Select if the expense is billable and/or reimbursable
  • If necessary, click the "Add Milage" button and complete the requested information.


If you wish to add a note to the individual expense, click the “Pen and Paper” icon on the left. This icon will turn gold once a note has been saved.
 
If you wish to delete the individual line item expense, select the “Trash Can” icon to delete the line.

4. Click Save.

5. To attach a receipt, in the Receipts section, click the Choose File button.

NOTE: First make sure you have scanned your receipts and saved them on your hard drive.

6. Locate your receipt on your desktop and click Open.

7. Click the Upload button.

Click the Upload button.

8. Click OK twice to confirm that the file uploaded and that you can now attach to an expense.

9. To the right of the uploaded receipt, click the paper clip icon.

To the right of the uploaded receipt, click the paper clip icon.

10. Select the check box to the left of the expense to link the receipt to and click Save.

Select the check box to the left of the expense to link the receipt to and click Save.

11. Once attached, the paperclip image will turn gold. Only select Submit Timesheet if you are ready to send your entire timesheet, along with your expenses, to your manager.