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 add expenses to an expense report. To learn how to create an expense report, click here.
1. Click on your current expense report.
2. Select the checkbox(es) next to the expense you would like to code.
3. Click Edit.
To learn how to split an expense between different departments or expense types, click here.
4. Scroll down and select the correct code for Expense Type.
5. Enter the Business Purpose for the expense.
6. Select the correct Department.
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.
7. If you work in a department that uses the third Event code, select the correct Event.
8. Click Upload Receipt Image.
9. Click Upload Receipt Image.
10. Select the correct receipt.
11. Click Open.
12. Click Save Expense.
13. Once you've coded all your expenses, click Submit Report.
14. Review your totals and confirm everything is correct.
15. Click Submit Report.
Your report has now been submitted and is pending your Manager's approval.
