Complete coding for out-of-pocket expense

After completing all mandatory fields in the Spend Wizard and clicking Save you will be taken to the Coding tab.

To complete the coding for the transaction:

On this window you will see a number of coding segment fields which are specific to the financial chart of accounts for your company. Some or all of the fields may be mandatory and some may have to be used in combination with others. By default, mandatory charge code fields are identified by the icon, however your company may have opted to disable it. To learn which codes are used in combination, contact your internal administrator. You may find that some codes are already populated in these fields. This is due to default codes that either you or your administrator have set up.

1. Enter the required codes by either:
   • Typing the code straight into the field, or
   • Clicking the drop-down arrow beside the field and selecting the code from the list.

     If you have not yet set up a list of favourite codes, select Search from the drop-down list and search for the code.

2. Click Save.