6 Submitting an Expense Report - ExpenseWire

Recommendations

Info

Some of the tabs may not be visible based on the access granted. Click around and explore. The basic tasks of working with expense reports will be covered in this guide. 5 Creating an Expense Report ExpenseWire provides multiple ways of starting a new expense report. There are 4 ways to create one from the initial home page. • Click on any of the 3 highlighted areas to start a new expense report. Note: A 4 th option to create a report from a credit card will be discussed later in the guide. 20
An Adding an Expense Report window appears to name, and provide information about the expense report. Each customer may have a difference in forms. The information captured here will also be used as a default as each line item is entered into this expense report. Adding an Expense Report field descriptions: Expense Title = Name the expense report. Typically this will be a summary of the expenses. Submitter = Person whom the report is created for. If it is for someone other than yourself, click on the dropdown box to select the person it is being created for. Note: The user must be set up as a delegate for the submitter prior to having the option to change names here. Location = Where the majority of the expenses were incurred. A list of cities will appear as you type in a value. A valid location from the list must be selected. Customer = Select a customer to associate the expense report with a customer. Click on the magnifying glass icon to search for a list of customers to choose from. Note: If there are no customers to choose from, or the expense report is not associated with a customer, leave the field blank. Department = The organization which the expenses are associated to. The default will be the department of the submitter. Purpose = Describe the reason for the expenses or event (i.e. Sales kick off meeting at corporate headquarters, or office supplies for internal training.) Cash Advanced = Only input an amount if your company has provided money in advance of the incurred expense. The value in the Cash Advanced field will be deducted from the Reimbursable total of the expense report. 21
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 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: 3.7 Determining Receipts Email Addr
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

Create successful ePaper yourself

Delete template?

Save as template?