Expense details

Expense details are captured in a separate page, accessed by clicking Expense details in the navigation area at the top of the page.

Depending upon your departmental configuration, these fields may be pre-populated. If not you will need to find out the requirements from your department’s Financial Administration group. Some of the information provided here may relate to the information provided when your account was registered. Other information may be provided separately.

Warning: Mandatory information must remain completed to be able to use the Expenses Management Tool (EMT).

If permissible, you may be able to modify or add information on this page.

To modify or add information:

1. If necessary, click the Manage profile menu at the top of the page.
2. Click Personal details in the navigation area on the left of the page. In the navigation area at the top of the page, select Expense details.
3. To include or modify the Default approver, click on the box and begin to type the name of your Default approver. A list of matching approver names is displayed. Select the name of the appropriate approver.

   Note: You may need to delete an existing entry if you are changing your default approver.

4. If applicable in your environment, current Approval roles are highlighted in the list box. Scroll up and down to view them. Click to select a different role. To select more than one, hold down the CTRL key while clicking each in turn. Newly selected roles are highlighted to show the change.

   Tip: To revert to the original selection, press Esc or click Cancel.

5. Unless otherwise advised, for Charge groups select All.
6. All remaining boxes are specific to your environment. Ensure that all mandatory items are completed.
7. Click Save to retain all changes and new information or Cancel to abandon and modifications you may have made if you do not want to keep them.