Expenses

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Create and Submit Expenses

This action is performed by the Employee for Employee Expenses

Create and Submit and Expense Claim

1. Click on the File menu > Expenses (the Expenses form will open)
2. On the My Expenses tab, click on the EDIT button
3. Click on ADD button to add a new Expense
4. Enter required information by double clicking in each column
5. Each Expense MUST be linked to a Project, Service Call, Opportunity or Purchase Order
6. SAVE
7. From Extended Menu, select “Submit Selected Items”