Menu Options
The menu on the left-side of your browser contains the following options:
Expense Entry
Menu Description - This help file.
Click Here to Start - Use this link to begin a report. This link calls up a purpose option while checking to see if you are already working on a report and providing the necessary safeguard prompts if you are.
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.
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.
Add some Receipts - Use this screen to enter any expense that is not a hotel bill or mileage claim. ESS is a receipt based screen so enter your expenses from the reciepts that you have collected. There may be some expenses where receipts are not required, you can enter them here also. This screen allows entry of up to five receipts/ expenses on one screen. If you need more, you can call this screen multiple times. A group of five entries can only be tied to one purpose or currency. If you have more than one purpose or currency, you will need to enter your receipts/expenses on multiple screens.
Add some Mileage - Use this screen to make a mileage claim. You can use this screen multiple times.
Add a 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. You can use this screen multiple times.
Enter an Advance - 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.
Close Report - Closes the current report so you can start editing another one.
Display/Print
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.
Send Receipts. - This option (if you have subscribed to it) allows you to upload a file of scanned receipts. You must be able to scan receipts with your PC to use this option. Supply the name of the file and the reference number from your list of reports. Contact you expense report processors for specific procedures.
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
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.
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.
Logout - Exits the system and returns to a specified home page.