Offline expenses

This feature allows you to record your out of pocket expenses in a text file or spreadsheet while you are travelling, and then to upload the file when you are connected to the internet.

To create and upload an offline expense file

1. Click Home.
2. Under the menu heading Travel Request, click Statement - your name.

   The Travel Request & Expenses screen will display.

3. Select the requisition the expenses are for.
4. Click Upload Offline Expenses on the top-right hand side of the screen. This link is displayed for approved requisitions only.

   The Upload Offline Expenses dialogue box will display with instructions on how to create the cash expense file.

5. When your file is ready for upload, click Upload File at the top of the dialogue box.
6. Browse to the location of your file and click Open.

Each of the expenses in the file will be listed under the Linked Items section as separate items and automatically coded as an offline expense item. You may recode the items correctly before linking them to an expense report, or link them to an expense report first, then delete the original record.