This session will show you how to enter an online expense report without travel card expenses.
If you need to change your cost center or approver, you can do so on this page.
In this example click the Next button to leave the default values and move to the next step.
Select the day that the expense occurred.
Select the 1st. .
Click in the Receipt Amount field.
Enter the amount of you receipt in this field.
Enter "800".
Click on the Expense Type list field.
Select the type of expense you are claiming.
In this example click the Airfare-Cdn list item.
Click in the Justification field.
This field is optional but for this example we will enter "Conference in Boston".
To enter another line click on the Calendar icon beside the Date Field for line 2.
Select the date that the second expense occurred.
For this line Click the hyperlink 2 in the calendar.
To enter a US Currency receipt click the Show Receipt Currency button. This will allow you to select US currency.
Click on the Receipt Amount field.
Enter the amount in US dollars indicated on your receipt.
Enter "50".
Click on the Receipt Currency list.
Select the USD list item.
Click in the Exchange Rate field.
Enter the exchange rate for that day.
Enter "1.1".
Click the Expense Type list.
Click the Next button.
On this page verify the account distributions to make sure they are correct and then click the Next button.
Verify all information is correct and click the Submit button.
Click on the Calendar icon.
A confirmation will appear with your expense number and a summary of your expenses. If the Receipt Required field is checked off for any of your expense lines, you must print the barcode and fax it in the system.
Refer to the Faxing Receipts Lesson.
Enter the amount of you receipt in this field.
Enter "800".
Select the type of expense you are claiming.
In this example click the Airfare-Cdn list item.
This field is optional but for this example we will enter "Conference in Boston".
Enter the amount in US dollars indicated on your receipt.
Enter "50".
Select the USD list item.
Enter the exchange rate for that day.
Enter "1.1".