6 Submitting an Expense Report - ExpenseWire

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• Enter the ExpenseWire credentials (User Name and Password.) • Click on the Submit button. • Next, check the box next to Enable Direct Deposit. • Input the ABA Number, Account Number, Account Name, and Account Type. • Click on the Submit button. Note: It is critical that the accurate account information is entered. Please double check all information prior to clicking on Submit. 12
3.5 Adding a Delegate (optional) A Delegate is a user who can submit expense reports on behalf of someone else. For example an executive administrator submitting reports for a team or manager. This set up is optional if a delegate is not needed. To add a Delegate: • Click on the My Profile link on the top right. • Click on Assign My Delegate Users in the Actions menu. • When the Maintain Delegates fields appear on the left, search for the delegate by selecting the radio button for All, Delegates (for users who are already delegates), or Non-Delegates. Use All to return the most values. • A search can be done by Last Name, First Name, or Department. Click on the dropdown box to change the search options. 13
Page 1 and 2: End User Training Guide Document Ve
Page 3 and 4: Table of Contents Introduction ....
Page 5 and 6: Introduction Welcome to the Rearden
Page 7 and 8: 3.2 Creating a Personal Password Wh
Page 9 and 10: Note: If a department is not availa
Page 11: 3.4 Direct Deposit Set-up (optional
Page 15 and 16: 3.6 Adding a Credit Card (optional)
Page 17 and 18: • A Create Account window will ap
Page 19 and 20: 3.7 Determining Receipts Email Addr
Page 21 and 22: An Adding an Expense Report window
Page 23 and 24: Adding a Line Item field descriptio
Page 25 and 26: A Split Workbench window appears. T
Page 27 and 28: • Browse for the saved receipt
Page 29 and 30: • Browse for the saved receipt fi
Page 31 and 32: 5.2.3 Attaching an Emailed Receipt
Page 33 and 34: 5.2.4 Faxing a Receipt Receipts can
Page 35 and 36: 5.4.1 Creating a Report from a Cred
Page 37 and 38: • Then follow the steps above to
Page 39 and 40: 7 Approving/Denying an Expense Repo
Page 41 and 42: 7.1.2 Approving a Report from the D
Page 43 and 44: 7.2.2 Denying a Line Item If only a
Page 45 and 46: 2. Click the Edit My Profile link t
Page 47 and 48: 7.3.3.2 Mobile Device - Login to Ex
Page 49 and 50: 7.3.3.5 Mobile Device - Confirmatio
Page 51 and 52: The status of the report(s) changes
Page 53 and 54: A Report Criteria window will appea
Page 55 and 56: 9 Help Section 9.1 Lost User Passwo

6 Submitting an Expense Report - ExpenseWire

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