Add an item (My Expenses)

This article covers: Add an item.

Before you start

Access. You need access to Employee Services > My Expenses. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

Open Employee Services > My Expenses.
Select Add an item.
In the window Expense item fill in the fields below.

Field	What it means and what to enter
Category (required)	Choose from the list.
Expense date (required)	Pick a date.
Merchant	Type the merchant.
Amount (required)	An amount in the currency of the record.
Tax included (if on the receipt)	Type the tax included (if on the receipt).
Paid with	Choose one: My own money, Company card, Cash.
Description	Free text for your own notes.
Receipt number (if printed)	The number printed on the document.

Select Save item.

The window closes and the table shows the result.

If something does not work

The button "Add an item" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.