In order to track where we are against our budget and to be able to report back to the IRS how our funding was used, we need to match each one of our expenses to proper department and expense codes as well as their business purpose.
This article describes how to multiple expenses with the same expense codes or purpose in an expense report at once. To learn how to code expenses one at a time, click here.
1. Click on your current expense report.
2. Select the checkboxes next to the expenses with either the same expense codes and/or business purpose you would like to code.
3. Click Edit.
4. If your Expense Type code is the same for your selected expenses, check the box next to it.
5. Search for and select the correct Expense Type code for your selected expenses.
6. If your Business Purpose is the same for your selected expenses, check the box next to it.
7. Enter the Business Purpose.
8. If your Department code is the same for your selected expenses, check the box next to it.
9. Search for and select the correct Department code for your selected expenses.
The Department will default to the department you work directly in. If the expense should be coded to a different department, make sure to change it.
10. Click Next.
11. Read over and confirm the codes and/or purpose you've added.
12. Click Save.
Your selected expenses now have the same expense codes and/or purpose.