Add an Expense - Item in the Available Expenses Library

You can add an item from your Available Expenses library – for example, card charges and e-receipts – to an expense report in these ways:

  • While the report is open

  • From the Available Expenses section

Starting in an open report

To add an item from your Available Expenses library (for example, a card charge) to an open expense report:

  1. With the report open, click Add Expense. The Available Expenses tab appears.
  2. Select each item that you want to assign to the current expense report.
  3. Click Add To Report.

Starting in the Available Expenses section

You can access your Available Expenses library in these ways:

  • On the home page, just below the menu, click the Available Expenses tile.

  • On the home page, in the My Tasks section, click the Available Expenses heading.

  • On the menu, click Expenses > Manage Expenses on the sub-menu. The Available Expenses section appears. (You may need to scroll down.)

To move an item from your Available Expenses library to a report:

  1. In the Available Expenses section, select the check box for each desired item.
  2. Click Move to.
  3. Select the name of the desired report or New Report (bottom of the list).
    • If you select an existing report, the report opens and the selected items are attached to the report.
    • If you select New Report, the Create New Report page appears. Enter the report information as usual.