Enter Expenses

Enter expenses on a timesheet so they can be submitted for reimbursement.

Add an Employee Timesheet to a Pay Period.
You can add or modify timesheet entries up until the timesheet is approved. If your manager locks timesheets on a regular basis, you must make your changes before timesheets are locked.
  1. Select Time & Jobs > Timesheets.
  2. Select a pay period from the list on the left side of the page.
  3. Select the Employee Timesheets tab at the top of the grid.
  4. Select a timesheet in the grid.
  5. Select either the Daily or Weekly view.
  6. If you are using the Daily view:
    1. In the Add Entries section, select a date from the calendar.
    2. Select Add Expense.
  7. If you are using Weekly view, scroll to the Expenses section of the timesheet, and select Add Expense Entry.
  8. Enter information in the fields shown, including all required fields, such as Job, Phase, the Name/Description for the expense, and the expense Category.
    Tip: To copy expenses from a recent pay period instead of creating a new entry, select Copy From Past in the Expenses section of the page. See Copy Entries From a Prior Pay Period for details.
  9. If applicable, update the Quantity or Cost Per Unit for the expense.
  10. To add a file or picture to the expense entry, such as a receipt, invoice, or an odometer reading, select the Attachments button.

    The Attachment Management pop-up window opens.

    1. Drag and drop a file, or select Click to browse to upload an attachment.
    2. When you are finished adding files, select Close.
  11. To add a comment to the expense entry, select the Comment button on the applicable line, add your comment, and select Confirm.
  12. When you are finished entering expense details, select Save in the upper right of the page.
  13. To edit or delete a saved expense entry, select the Actions button on that expense line, and then select either Edit or Delete. Remember to save your changes.
Complete My Timesheet.