Entering a General Expense Item

General expense items are those expenses incurred while doing business for your company, and that do not fall into the hotel, mileage, or per diem expense categories. These expenses include car rental, gas, parking, cab fares, and other expenses.

Your organization may choose to configure Expense to not utilize the hotel, mileage, or per diem tabs. Instead, all expense entries are created as general expenses.

To enter a general expense item:

In an open expense report, click the General Expense tab, if it is not already selected.
Complete the required fields, plus any optional fields as needed. If necessary, you can use the Currency Converter.
If necessary or required, you can add Notes or attach Receipts to the expense report.
Click one of the following:

Save and Enter Another Expense Item - If you have other expense items to enter.

Save and Submit Report - If you have entered all expenses for this report.

Save and Close - If you want to add more expenses to the report at a later time.

Cancel - If you don’t want to save the report.