This action is performed by the Employee for Employee Expenses
Create and Submit and Expense Claim
- Click on the File menu > Expenses (the Expenses form will open)
- On the My Expenses tab, click the ADD icon to add a new Expense
- Click on the EDIT button and edit any column that has a pencil icon next to the Header
- Enter required information by double clicking in each column
- Note: Each Expense MUST be linked to a Project, Service Call, Opportunity or Purchase Order
- Add any documentation such as receipts in the Documents sub tab (Documents grid Add icon)
- On the Detail sub tab, select a Pay Method. Failing to select this will produce an error upon submission (step 9 below)
- Click the SAVE icon
- Highlight one or several Expense Item rows in the My Expenses grid and from the Extended Menu, select “Submit Selected Items.” The Item will clear from the grid.