Expenses that you incurred for company or business purposes are entered in expense sheets.
To enter expenses:
You can change the columns that display by clicking the Settings button and by choosing the fields you require.
Refer to the table below for a description of the fields that display on your expense sheet. In addition to the fields listed below, your administrator may have created custom expense fields that display.
If your administrator has allowed you to enter expenses against tasks, the Task drop-down list will display on your expense sheet. Use the Task drop-down list to select a project task and then enter expenses against that task. If you don’t select a project for entering expenses, the Task drop-down list will be empty.
The date on which the individual expense was incurred.
A brief description of the individual expense.
Select the type of individual expense from the drop-down list.
If the expenses were incurred for an external client, select the Bill Client checkbox.
If you are requesting reimbursement of the expense amounts, select this checkbox.
For an expense type like Mileage, enter the kilometers or miles in the Quantity field displayed. The system automatically applies the rates specified for that expense type to calculate the total amount.
If this column is not enabled by you or your administrator, then when you select Mileage, the Expense Details dialog box appears automatically with the Quantity field.
For an expense type like Mileage, this column displays the rate specified by your administrator. If desired, administrators can allow you to override the rate specified for that expense type.
The payment method for the individual expense amount.
This is the total expense amount for an expense type. If your administrator has set up tax rates for certain expense types, these tax rates automatically apply to the value entered in this field.
If you enter a value for a taxable expense type in the Net Amount field, the system automatically applies the tax rates to that amount and displays the total in the Amount field. You may be allowed to edit the tax rate displayed based on your requirements.
For an expense amount, you don’t need to enter the exchange rate if you select a currency different than the Reimbursement Currency. The system applies the default exchange rate for the currencies. You might be able to override the predefined exchange rate.
If you have chosen a currency different than the reimbursement currency, the total expense amount is automatically displayed in the reimbursement currency selected.
Click the Upload link to attach images of expense receipts.