Expenses: Managing an Item

Items keeps a record of all items that that you have added.

An item is a financial request. For example, when you make a purchase or need a reimbursement, you must add an item.

Click on the hyperlinks below to view guides for how to add the items.

1. Click in the ribbon

2. Click Finance

3. Click Expenses

4. Click Items

5. Click an item to view details, an audit trail, and comments (click the hyperlinks for guides to creating new items)

   • Expense

   • Reimbursement

   • Check Request

   • Mileage

   • Bulk Mileage Report

   • Cash Advance

6. Click and click Edit Item to edit the item

7. Click and click Change Status to change the item status

8. Click , Delete Item, and Yes to delete the item