Options for Entering Cash Expense Items

You can enter cash expenses online using Expenses work area or offline using spreadsheet, or using both the methods.

Using the Expenses Work Area for Expense Entry Online

You can use the Expenses work area to enter cash or corporate card transactions as expense items. After entry, you can:

• Save the expense items temporarily in the Expense Items section on the Overview page for inclusion in a future report.

• Add the expense items to a new expense report.

• Add the expense items to an existing expense report.

Using a Spreadsheet for Expense Entry Offline

You can use an Excel spreadsheet offline to enter cash transactions as expense items for subsequent upload to the application. Entering cash expense items on an Excel spreadsheet while disconnected from the application enables you to:

• Track cash expenses offline.

• Upload cash expenses to any of the following locations:

  • Expenses work area as a group of pending expense items

  • New expense report

  • Existing expense report

• Upload cash expenses to the application to receive immediate online validation or correction of expense entry.