1. EXPENSE REPORT PROCESS FOR pcards & REIMBURSEMENT using faculty development

2. Create a New Expense Report
To create a report:
Either:
On the home page, on the Quick Task Bar, click the New task
and then Start a Report. - or -
On the menu, click Expense > Manage Expenses.
Click the Create New Report tile.

3. Header of expense report
Complete all required fields (those with red bars) and the optional fields. Click Next. The expense report page appears. Change Business Purpose to Custom, and then enter Faculty Development in the Custom Business Purpose Box.

4. Add expenses
Add an out-of-pocket expense to your expense report by clicking on Faculty Develompent in the New Expense window.

5. Add an Expense to an Expense Report Con’t
Complete the expense details in the expense box. Then, click one of the following:
Save
Itemize (to itemize the expense)
Allocate (to allocate the expense)
Attach Receipts (to upload and attach receipt images)

6. Allocate expense to different account

7. Submit report
Add more transactions by select +New Expense or Submit Report.