Adding Expenses

To add a new Expense, click Add Expense or Add Mileage in the left sidebar menu. Specify the Purchase Date, Expense Category, Location, and Department. Select either Expense Report or Corporate Card as appropriate, the name of the Vendor, add a breif description and the total amount of the purchase. Don't worry if the expense doesn't fit all in one category as you'll have opportunity to make adjustments later on.

After you click Next, you'll be presented with a summary of the transaction fully distributed into the category you specified. If this meets your expectation, then you're all set. Alternately, you can distribute the transaction into additional categories by reducing the amount of the first distribution, and then by adding as many additional splits as necessary to fully distribute the transaction.