Add an Expense - General

To add a new expense to a report, you can:

• Manually add the expense, as described here – or –
• Add an item from your Available Expenses library (card charge, e-receipt) to your report

Manually add an expense

To manually add an expense to a report:

1. With the report open, click Add Expense > Create New Expense.
2. Click the desired expense type. The page refreshes, displaying the required and optional fields for the selected expense type.
3. Complete the required and optional fields as directed by your company.
4. Click the following as needed:
   • Itemizations tab (to itemize the expense)
   • Allocate (to allocate the expense)
   • Attach Receipt Image (to upload and attach receipt images)
5. When done, click Save Expense.