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How to Add Items to an Expense

Prerequisites: Expenses
Alternatives: None See Also: Create Expense Types

An Expense report may include multiple items (Expense Types), and each item needs to be entered separately on the Expense. Items are entered using the Items tab and allows you the ability to capture each item, date, amount and/or mileage, and if it is reimbursable. The total of all the items is captured and shown on both the Items tab as well as on the Details tab.

  1. After successfully saving the Expense, click on the Items tab.
  2. Click the Add Item button.
  3. Select the Expense Type from the drop list that you want to add to the Expense.

    Note: For help adding an Expense Type, See Also: Create an Expense Type.

  4. Once you have selected the Expense Type, you can enter
    1. Date
    2. Amount
    3. Mileage
    4. Reimbursable
  5. You can repeat steps 2 thru 4 until all Expense Types have been entered for this Expense.
  6. Click the Save button.
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