The following article outlines how to submit a Request for Expense. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.
- Select the + NEW REQUEST orange button located at the top of the screen and select EXPENSE
- Type in a TITLE
- Select the LOCATION and DEPARTMENT from the drop-down fields.
- Type in a Purpose for the expense in the PURPOSE field.
- Click on the +ADD EXPENSE ITEM
- Fill out the expense line item
- Click on the [...] for more options
- Once finished click SUBMIT