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End-User Procedures for Expense Reporting

The following end-user procedures describe how to record expenses, how to view information related to expenses, and how to create, modify, and process expense reports:

• Recording Expenses in the Activities Expenses View
• Creating an Expense Report Automatically
• Creating an Expense Report Manually
• Changing the Reimbursement Currency
• Adding Line Items to an Expense Report
• Changing the Default Currency for Expense Line Items
• Changing the Currency for a Single Expense Line Item
• Removing Items from Expense Reports
• Submitting an Expense Report
• Recalling a Submitted Expense Report
• Monitoring the Status of an Expense Report
• Printing an Expense Report
• Creating an Expense Report for Another End User
• Approving or Rejecting Expense Reports
• Accepting or Rejecting Expense Reports Before Back-Office Processing
• Adjusting the Billable Total for an Expense Report
• Moving an Expense Item to Another Project
• Moving Multiple Expense Items to Another Project
• Viewing an Expense Report Summary and Expense Summary Chart
• Viewing an Expense Adjustments Chart