Menu Options
The menu on the left-side of your browser contains the following options:
Expense Wizards
Day Trip 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 Expense Entry, Fleet Vehicle and Exception Advances sections.
Multiple Receipt Wizard - Use this option to enter several basic receipts at once.
Pre-populated Charges - This wizard allows you access to prepaid items such as airline tickets and advances. By specifying the purpose and selecting the item, you can create a report without having to rekey the details.
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.
Expense Entry
Start New Report - This link is basically the single purpose option with a process to assist you in creating a new report.
Single Purpose - Use this screen to enter a single purpose or reason for expenses.
Multi Purpose - Like the Single Purpose Trip screen, but this screen allows you to assign expense, based on percentage, to up to 4 different, client-project-account combinations.
Basic (Quick) Receipt - This screen allows entry of a single receipt-expense line item.
Mileage - Use this screen to make a mileage claim.
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.
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).
Fleet Vehicles
Odometer Reading - This screen lets you make your required odometer and vehicle usage report.
Fleet Allowance - Use this screen to claim you vehicle allowance.
Mileage - Use this screen to make a mileage claim.
Exception Advances
Advances - If you have taken a cash advance, you can use this screen to account for it. The amount of the advance is normally netted against your reimbursement amount. To see which, if any, advances are assigned to you, you can use the Pre-Populated Charges Wizard above.
Returned Funds - This allows you to account for any payments that you are including with this report. Normally you'll only use this option if you have taken an advance and are returning a portion of it with the report.
Process
Save Report to Server - 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.
Submit for Reimburse. - 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.
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.
Display/Print
Show Current Report - This shows the current report that you have open.
Print 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.
Guideline Check - This option checks guideline compliance.
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.
Maintenance
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.
Recover Charges - This is used to restore items, that have already been selected for reporting, back to the prepopulated charges list that displays in the Prepopulated Charges wizard.
Logout - Exits the system and returns to a specified home page.