Expense entry and expense report settings are configured by your administrator.
Expenses for tasks may be entered in a worksheet format using My Insight and clicking on Expense Entry Worksheet within the Expense section.
Using the page display icon in the upper right corn will allow you to customize the columns shown on your Expense Entry Worksheet however, be careful not to remove any columns that your administrator deems critical or your expense report may be rejected for additional information.
Using the Create New Expense Report icon will open a dialog box where you can submit your expense report.
The worksheet gives you the ability to move backwards and forwards through the previous and future time sheets. There is no need to create time sheets as they are created as you move through the time periods. Clicking either previous or next will then display the week so that you can put time in other than just the current period.
Companyis a drop down list of predefined companies for your organization.
Project is a drop down list of all projects where you have been assigned any task.
Task is a drop down list of all tasks for this project that have been assigned to you.Tasks that have already been marked as 100% complete will no longer show on this list. If you need to charge an expense to a closed task, please contact your project manager.
Date should be set to the actual date you incurred the expense. You may type in the date or select it using the calendar icon .
Expense Code is a drop down of predefined codes configured by your Administrator. If the fields are not clear to you, please discuss them with your Project Manager or Administrator for clarification.
Qtyshould be the number of items.
Unit Priceshould be the individual price to be charged to the client or business unit.
Act. Costshould be the actual cost of the item.
Receiptshould be left blank while first entering the line. Once the line has been saved then the upload receipt icon will display and you can attached an image of the receipt.
Description should be a brief description of the item.
Admin The Save and Cancel icons will allow you to save or cancel your work for this line. Once you have saved the work, you will see the Edit icon which will allow you to make changes to the line as needed and the Add receipt icon to attached an image of the receipt.
Once the time sheet has been completed and proofread, it can be submitted using the Create/Submit Time Sheet button.