Siebel Professional Services Automation Guide > Expense Reporting > End-User Procedures for Expense Reporting >

Changing the Currency for a Single Expense Line Item

If end users have a small number of expenses in a different currency than the currency used for most expenses in a report, they can use the following procedure to change the currency for any individual line item, rather than changing the default currency for the report.

To change the currency for a single expense line item

1. Navigate to the Expense Reports screen.
2. From the visibility filter, select the appropriate view.
3. Create a new expense report record or select an existing expense report record that has a status of In Progress.
4. Drill down on the Name field hyperlink for the selected record.
5. In the Line Items list, create a new line item record or select an existing line item record.
6. In the Amount field, click the select button to display a pop-up form containing Currency Code, Exchange Date, and Amount fields.
7. In the Currency Code field, click the select button to display the Pick Currency Code dialog box.
8. Select the currency in which the expense was incurred, and then click OK to close the dialog box.
9. Enter the amount of the expense in the Amount field, and then click outside the pop-up form to close it.
10. Complete any remaining line items fields, as needed.

    For more information about adding line items, see Adding Line Items to an Expense Report.