Content Comparison

...

1. Either:
   1. Create and submit a timesheet (or search for a previously submitted timesheet), then, on the Timesheet screen, click Related Expenses; or
   2. On the menu bar, select Expenses>Claim (this menu option is only available to workers).
      
      

2. The Create Expense Claim page is displayed.
   The unshaded, white fields are the fields into which you can enter information. The values in the shaded fields are are automatically calculated, based upon the expense category that you select:
   Image Removed
   Image Added
   
   Tip: To save time, you can copy a previous expense claim and use that as the basis for your current claim. Click the Copy a previous expense claim link at the bottom of the Expenses Claim section. #zzz We couldn’t get this to work. We had some approved expenses and it wouldn’t find them.#
   
   The fields on this screen are described in the following table:
   
   

   Field	Description
   Category	The type of expense that is being claimed. For example, this could be mileage, food, or entertaining. The fields that you can enter information into will depend upon the category that you have chosen. For example, if there is a category called ‘mileage’, the Unit Net Rate field would, typically, be pre-populated with the amount that can be claimed per mile. You would then enter the number of miles that are actually being claimed in the Units field.
   Receipt Date	The date for which the expense type is being claimed. You can only select a date within the time period for which you are claiming
   Description	Optionally, enter a description of the expense category.
   Units	The number of items claimed, such as items of food; or the number of miles claimed.
   Unit Net Rate	The rate at which the units are claimed (for example, the mileage rate; or the overall cost of the unit being claimed, such as a sandwich or a bottle of drink).
   Net	The calculated cost of the units at the unit net rate.
   Sales Tax Rate	The applicable sales tax rate.
   Sales Tax	The applicable sales tax.
   Gross	The net amount being claimed, plus sales tax.
   Currency	The currency in which the expense was incurred.
   #zzzReceipt#	#zzz In the training video, there was a field here that allowed the uploading of paper receipts. Is this still available? How do you get it to appear? We couldn't get it to appear, even though we went into the expense type configuration and enabled it on the Default expense type.#
   Copy	This will duplicate the information in the current row to the row below. In the new row, you will still need to select the receipt date.
   Remove	Remove the information in the current field.

3. To attach a scanned version of a paper copy to the expense claim, use the Paper Upload section to browse for, and select, a file from your computer.
   
   
4. To save your expenses claim, click Save.
   A summary of the draft expenses claim is displayed. You can still edit the claim by clicking Edit.
   Note: If you are a worker, you can also access the draft expenses claim from the menu bar, by selecting Expenses>Drafts.
   
   
5. When you are ready to submit the draft claim for approval, click Submit.
   The expense items are submitted for approval.
    

...