Adding Expenses to an Existing Timesheet

Overview

This article outlines how to enter expenses as an Admin.

Steps

Navigating to the New Expense Screen

1. From the Timesheets tab, select the week in the calendar. Then, select the Edit Pencil to access the Timesheet Details.
   
2. In the Expenses section of the Timesheet Details screen, select the Add New Expense icon.
   
3. The New Expense screen will open.

Complete the New Expense form

1. Enter the date of the expense.
2. Enter in the amount of the expense.
3. Select the Organization, Project, and Task, if applicable.
4. Select the expense Category.
5. Enter a Description.
6. Select whether the expense is Billable and/or Reimbursable.
7. Add a note, if needed.
8. Click OK.

The expense item is now included in the list of Expenses. Be sure to save the timesheet when you are done.