Menu Options

The menu on the left-side of your browser contains the following options:

Expense Wizards

Basic Report  wizard - This is a comprehensive simple expense report.   For many reports, those that cover a single purpose and are comprised of a couple expenses, can be completed by accessing this screen alone.  You can also use this screen to start a report and then add on to it with the items in the "Add an Extra" sections.

Travel with Lodging wizard - This is like the Basic Report wizard, but includes a section which corresponds to the hotel receipt.

Multiple Receipt Wizard - Use this option to enter several basic receipts at once.

Build Your Own Report

Use this option to create your initial purpose if you are not using a wizard.  This option will allow you to create a purpose to attached your expense receipts to and will also check if there is an existing report already in memory.

Expense Entry

Single Purpose - Use this screen to enter a single purpose or reason for expenses.

Hotel Receipt - This screen lets you enter a Hotel receipt.   It will expense the primary amount to lodging expense while letting you breakout items such as laundry and meals to their appropriate expense categories.

Mileage - Use this screen to make a mileage claim.

Basic  Receipt - This screen allows entry of a single receipt-expense line item.

Split Receipt - This screen lets you breakdown a single receipt to up to ten different expense-department line items.  This is particularly useful when you want to share expenses between departments (i.e., cost centers).

Process

Check Against Guidelines - This option checks guideline compliance.

Submit for Payment. - This option submits the report for reimbursement.  Reports are normally routed prior to payment.  If you use this option twice (or more) the latest report will override a previous report, unless the previous report has been paid already.  As part of the submission process, a guideline compliance check is performed.

Print Expense Report - This displays a screen of the currently open report that is suitable for printing.  There is a link, as part of the display, that will invoke Windows print routine.

Print Detailed Report - This options prints a slightly more detail version of your expense report.

Show Current Report - This shows the current report that you have open.

Your Reports - Use this option to list the report that you have saved and submitted.  You can select a report for viewing and editing.  This option also gives the current status of the report if it has already been submitted.

Report History List - If you want to view or checkup on a report that you have already submitted, use this option.

Save Current Report - This option saves the report that you are currently working on to the Web server.  This will give you access to the report, via the Your Reports option, at a later time.

Close Current Report - This option will close the current report you are working on and provide a 'blank' report so you can fill it out.

Change Password - Use this option to change your password.

Copy Report - This option will make a new copy of a report that you have open.  This allows you to "reuse" old reports as templates for new ones.  Important to remember, the report that is being copied is the one that is open.  Use the Your Reports option to select a report for copying.  After you have used this option, the report that is open will be the copy.

Manage Personal Data - This option allows you to edit and delete information in your personal database.

Approve Reports - If you are responsible for approving expense reports, use this option to select and signoff on the reports you are responsible for.   If you are an approver, you should get in the habit of checking this option routinely.

Logout - Exits the system and returns to a specified home page.