AggieExpense: Adding Expenses

Instructions for adding an expense to an AggieExpense report:

  1. With the report open, click Add Expense
  2. If you are adding a card expense, then select the expense from the Available Expenses. Or, for an "out of pocket" expense, click the appropriate Expense Type under Create New Expense

Itemizing An Expense

If one expense needs to be split between multiple Expense Types, then it will need to be itemized. 

  • Click on Itemizations 
    Itemize
  • Select the Expense Type 
    • Enter the Amount for that portion of the expense
  • Click Save Itemization
  • Be sure to itemize the entire transaction amount 
    Itemize 2
  • Click Save Expense

NOTES:

  • You can copy an expense report if you have similar expenses.
  • You can copy an individual expense - to save time with similar expenses.
  • If you mark the expense as personal, the personal icon appears on the left side of the page with the expense. Click the icon for more information.
  • If you include a comment, the comment icon appears on the left side of the page with the expense. Click the icon for more information.
  • Additional icons appear if an expense is allocated, is itemized, has attendees, or has additional card data. Click the icon for more information.