6 Submitting an Expense Report - ExpenseWire

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9.1 Lost User Password ................................................................................... 55 9.2 Lost User ID ............................................................................................. 56 9.3 Contacting ExpenseWire ............................................................................. 56 4
Introduction Welcome to the Rearden Expense Management system, known as ExpenseWire. 1.1 About This Document This guide is intended to provide basic instruction on how to use ExpenseWire. Topics covered will show from how to log in, and creating a user profile, to creating and submitting an expense report. 1.2 Definitions • Approver: Person with responsibility to approve another person’s expense report. • Delegate: A person filing the expense report on behalf of someone else. • GL Code: Accounting terminology short for General Ledger Code. • Line Item: One purchase for reimbursement is listed per row of data and is called a Line Item. • Submitter: The person whose expenses are being reported for reimbursement. 2 System Requirements • Internet Explorer 6.0 or above for PCs running Windows. • Add " *.expensewire.com“ and “ *.webex.com” to your browser's trusted sites. • Finally, the application uses pop-up windows to improve application navigation, and the user experience. If pop-up blocker running, it must be set to allow pop-ups from expensewire.com. 5
Page 1 and 2: End User Training Guide Document Ve
Page 3: Table of Contents Introduction ....
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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