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Adding Expenses

Instructions for adding an expense to a report:

  1. With the report open, click New Expense. (If there are no other expenses on the report, you may not need to click New Expense.)
  2. On the New Expense tab, click the desired expense type. The page refreshes, displaying the required and optional fields for the selected expense type.
  3. Complete the required and optional fields.
  4. Click one of the following:

expense options

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.

Video: Itemizing Expenses