Create Expenses

You must have the expenses.read or expenses.owned.read permissions. For vendor and contractor roles, they should have the expenses.read permission.

For various actions, you must have the expenses.bulk.upload, expenses.create, expenses.delete, and expenses.summary.update permissions.

Set up expenses and create an Expense
report type.

Users can easily create and submit expense reports from the

Expenses & Adjustments

page.

From the header, select

Expenses & Adjustments

Click

Add New

to create a new expense.

Complete the task:

Field	Description
Report Type	Indicate the type of expense report to be created. The report type needs to be configured as an expense on the Manage Expenses & Adjustments task.
Report Name	Enter the expense report name.
Work Order / Contractor Name	Select a work order or contractor to link the expense report to.

Click

Save

Select

Add Expense

As you complete the task, consider:

Field	Description
Category	Indicate the category of the expense.
Type	Select the expense type within the selected category.
From Date To Date	Enter the dates of the expense.
Amount	Specify the expense amount. A receipt must be attached for amounts over 0, unless you select No Receipt .
No Receipt	Select to override the receipt requirement.
Charge Code	Indicate the charge code for the expense.
Task Code	Indicate the task code within the project you selected.
Split Amount	Displays if you configured Charge Codes Splitting on the Manage Expenses & Adjustments task. Split expenses between different projects based on percentages.
Comment	Add a comment to explain the expense.
Attachments	Upload the receipt.

Click

Save

Click

Submit