Create a new expense receipt, or use Quick Add to capture a receipt. You can also copy an existing expense and modify it as needed.

1. Select Employee Tools > Expenses.
2. To create a new expense receipt, select New Expense Receipt.

   This opens the Edit Expense Receipt page where you can add expense receipt details, or save required header information and add details at a later time. To enter header information:

   1. Enter a Receipt Description and Total Amount (both fields are required before saving).
   2. Select Save.

      After saving, the Edit window for a new expense item automatically opens at the bottom of the page. This only happens on the initial save after creating a new expense receipt and entering header details.

   3. Enter values in the fields for the expense item and Save Changes.
3. To capture a receipt and basic information for your expense receipt, select the Quick Add button.
   Tip: On a mobile device or tablet, you will see a dollar sign icon in the navigation bar on the main page of the portal. This icon behaves the same way as the Quick Add button.
   When you select Quick Add, you can:

   • Select a receipt to load into your expense receipt.

   • Edit expense receipt information immediately, or save the information to edit at a later time. You can edit expenses as long as they have not been submitted for approval.

     Tip: Quick Add automatically uses the current date and time for the expense entry, but you can edit this as needed. If you are short on time, leaving the current date and time can help you locate the expense later when you are ready to add details.
4. If you have expense receipts that are very similar, you can copy details from an existing expense receipt to a new receipt.
   1. In your list of Receipts Pending Submission, locate the receipt that you want to copy and edit.
   2. In the line for that receipt, select the dropdown arrow next to the Edit button, and then select Copy Receipt.

      

   3. A pop-up window opens, prompting you to confirm your action. Select Continue in this pop-up window to copy the expense receipt.

      The new receipt displays in your list of Receipts Pending Submission with the title Copy of [name of receipt that was copied] (for example, Copy of Lunch with Team). Select Edit for this receipt to modify expense details as needed.