6 Submitting an Expense Report - ExpenseWire

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Copyright © 2011 Rearden Commerce. All Rights Reserved. Window captures and dialog box sample views are the copyright of their respective owners. Use of this user documentation is subject to the terms and conditions of the applicable End-User License Agreement. WARNING: The software described in this manual and its related user documentation are protected by copyright law. In no event, shall any part of the related user documentation be copied, reproduced, distributed, transmitted, stored in a retrieval system, or translated into any language, without the express written permission of Rearden Commerce. Contact Rearden Commerce at legal@reardencommerce.com. (Jan. 2011) Rearden Commerce Trademark Information The following are trademarks of Rearden Commerce and/or its affiliates in the United States and/or other countries: Rearden Personal Assistant ExpenseWire Global Ground Automation Ketera Procurement Ketera Spend Analysis Ketera Contract Management Ketera Invoicing Ketera Sourcing 2
Table of Contents Introduction ............................................................................................................ 5 1.1 About This Document .................................................................................. 5 1.2 Definitions .................................................................................................. 5 2 System Requirements ....................................................................................... 5 3 Getting Started .................................................................................................. 6 3.1 Logging In .................................................................................................. 6 3.2 Creating a Personal Password ....................................................................... 7 3.3 New User Setup .......................................................................................... 8 3.4 Direct Deposit Set-up (optional) .................................................................. 11 3.5 Adding a Delegate (optional) ...................................................................... 13 3.6 Adding a Credit Card (optional) ................................................................... 15 3.6.1 Allow Delegates to View Linked Cards ............................................... 18 3.7 Determining Receipts Email Address ............................................................ 19 4 Navigating the Main Expense Page .................................................................. 19 5 Creating an Expense Report ............................................................................ 20 5.1 Adding a Line Item .................................................................................... 22 5.1.1 Split a Line Item ............................................................................ 24 5.2 Attaching a Receipt ................................................................................... 26 5.2.1 Attach Receipt to the Line Item ........................................................ 26 5.2.2 Upload a Receipt to the Report ........................................................ 28 5.2.3 Attaching an Emailed Receipt to a Report .......................................... 31 5.2.4 Faxing a Receipt ............................................................................ 33 5.3 Policy Compliance ..................................................................................... 34 5.4 Importing Credit Card Transactions ............................................................. 34 5.4.1 Creating a Report from a Credit Card ................................................ 35 5.4.2 Importing Credit Card Transactions from an Expense Report ............... 36 5.4.3 Importing Credit Card Transactions as a Delegate .............................. 37 6 Submitting an Expense Report ........................................................................ 38 7 Approving/Denying an Expense Report ........................................................... 39 7.1 Approving an Expense Report ..................................................................... 40 7.1.1 Approving a Report from the Summary ............................................. 40 7.1.2 Approving a Report from the Details of Each Report ........................... 41 7.2 Denying an Expense Report ........................................................................ 42 7.2.1 Denying the Entire Report ............................................................... 42 7.2.2 Denying a Line Item ....................................................................... 43 7.3 Approving/Denying an Expense Report on Mobile .......................................... 44 7.3.1 Setting up Email Approval ............................................................... 44 7.3.2 User Preferences ............................................................................ 44 7.3.3 Using Email Approval on a Mobile Device .......................................... 46 8 Processing an Expense Report for Payment .................................................... 50 8.1 Exporting a Batch Report ........................................................................... 52 8.2 Marking a Batch Paid ................................................................................. 53 9 Help Section .................................................................................................... 55 3
Page 1: End User Training Guide Document Ve
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 and 12: 3.4 Direct Deposit Set-up (optional
Page 13 and 14: 3.5 Adding a Delegate (optional) A
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
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