Changing Transactions

To add a new receipt, use the option with the same name in the Receipts 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 on the page that follows.

After you click the Next button you'll be presented with a summary of the transaction fully distributed into the category you specified. If this meets your needs, then click Next to enter another transaction. Alternately, you can distribute the transaction into additional categories by reducing the amount of the first distribution and then by adding as many additional lines as needed to fully distribute the expense.

If you made a mistake describing the transaction you can click the Pencil button to go back to the Purchase Detail screen to make changes or delete the transaction altogether. If you delete the transaction, all associated distributions are deleted as well.