Enter Data in an Expense Report

You can enter individual expense items on your expense report.

Prerequisites: Your expense report processing capabilities depend on how your system administrator defines settings in Vision. Contact your system administrator if you have questions.

To enter data on an expense report, complete the following steps:

1. Open an expense report. Complete one of the following:
   • To record new charge information, click Row Tools and select Insert. On the blank row, enter the new expense charges. See the following online help topics for additional information:
     • Expense Report Form online help topic — Provides details on entering expense report data.
     • Using Lookups to Enter Expense Report Data online help topic — Provides details on how to use the lookup options.
     • Expense Reports and Receipts online help topic — Provides details on uploading receipts and attaching them to your expense reports if using Transactional Document Management (TDM) in Vision.
   • To edit an existing charge's information, click on an existing row and update the necessary data. When you select a row that you can edit, copy, or delete, a Row Tools button displays to indicate that the row is editable. Use these tools as needed. See the Expense Report Tools, Buttons, and Indicators online help topic for more information. Note that your ability to edit an existing expense report depends on the expense report's status and your access rights.
2. Click Save. The expense report data is saved but the expense report is not submitted.
3. If you are ready to submit the expense report for approval, click Submit. Alternatively, if you are ready to save and submit, you can click Submit and the expense report will be saved and then submitted in one step.