6 Submitting an Expense Report - ExpenseWire

Recommendations

Info

Receipts that have been uploaded can be associated to multiple line items. From an open expense report, hover the mouse over the Open icon on the line item, and select Edit Any receipt that has been uploaded will be available to associate with the line item. Click on the Receipt dropdown to choose the file to link. Save + Close the window to save. 30
5.2.3 Attaching an Emailed Receipt to a Report Receipts can be emailed directly into an ExpenseWire account and then linked to individual expense reports. This can be done from a smart phone or computer. While in an expense report, use the Receipts tab to attach an emailed receipt to the expense report. Click the View Emailed Receipts link to select receipts to attach. Select Attach and enter a Description for the receipt to attach to the report. Click the Attach Selected button once all receipts are selected. The receipt is now visible on the Reports tab of the expense report. 31
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 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: • Browse for the saved receipt fi
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?