How to submit an Expense Request

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.

1. Select the + NEW REQUEST orange button located at the top of the screen and select EXPENSE
2. Type in a TITLE 
3. Select the LOCATION and DEPARTMENT from the drop-down fields.
4. Type in a Purpose for the expense in the PURPOSE field. 
5. Click on the +ADD EXPENSE ITEM 
6.  Fill out the expense line item
7. Click on the [...] for more options
8. Once finished click SUBMIT