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Control | Description |
|---|---|
Amount | Enter the amount of the expense |
Description | Enter a description thatup to 4,000 characters |
Optional Fields | Your installation may be set up with optional fields. In the screenshot above there is a custom field called Expense With. These are configured using the User Defined Fields Editor. Character limit on text UDFs is 255 characters. |
Location | Enter the location of the expense. If your installation has only one location or no locations then you will not see this field. The location you choose plus the expense type chosen sets the default VAT %. For example, meals in Quebec incur VAT at 8.02%. Locations are maintained on the Location and Holiday Editor. Set default VAT % from the Expense Type Editor. |
Paid By | Who paid for the expense. Defaults to Paid by me. If this expense was paid via cash advance, then you should still choose Paid by me. This list can also include company credit cards. Company credit cards are managed in the Vendor Editor. You can only see vendors that are in the same company as the resource. |
Currency | The currency of the expense. If the incurred currency differs from the default, then choose the correct currency from the dropdown list (all international currencies as defined by ISO 4217 standard). If an exchange rate for that currency is already defined then it will automatically populate. Or, if your installation has enabled the use of XE.com those fx rates will be used to convert the incurred cost and the exchange rate will be populated by XE. You may override the exchange rate if you believe it is appropriate to do so. |
Add another expense | Click on this button to add another cost card to the same day. The green |
Add receipts | Click Browse to find an expense on your computer. Or drag and drop an expense into the receipts area. See the adding receipts section of this help document for more information. |
Add a note | Sometimes you might not have a receipt. In this case you should add a note instead. |
Delete | Delete the current cost card. Approved cost cards cannot be deleted. You will need to ask your manager to unapprove the cost card before deletion is possible. |
Move | This pops up a calendar control. Select the day that you want to move the cost card to. |
Copy | This pops up a calendar control. Select the day that you want to copy the cost card to. |
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