Select and complete Spend Wizard

Once you have created an out-of-pocket expense claim, you will be taken to the Expenses tab.

From the list of Spend Wizard categories presented on this window, you must select the one that best fits the nature of the expense you are entering. The number and names of the options presented to you are unique to your organization.

To select and complete a Spend Wizard:

1. Move your cursor over the list of categories in the window. As you do this, help text appears at the base of the window that describes the purpose of each category.
2. After reviewing the options, click the category you want.

   The Allocation tab appears.

   Note: The layout of the Allocation tab is unique to your organization. The fields displayed, the number and order of these fields, and whether they are mandatory or not, depends on your organization. If you need more help to complete these screens, contact your internal administrator.

3. Enter the amount of your expense against the applicable amount field(s).
4. If you are required to link one or more employees to a subamount field, click the linking icon next to the field. Use the Employee Linking Search window to search for employees by employee ID, first name, last name or company unit. When you return to the Allocation tab, you will notice the linking icon has changed colour and the number of linked employees displays in the sub-amount field.
5. If you are required to link one or more external contacts to a subamount field, click the linking icon next to the field. Use the Contact Linking Search window to search for individuals or organizations. If an external contact cannot be found, you can add them by clicking the Insert New Contact link. Once added, this contact will be available to all users in your organization via this search window. Contacts can be deleted only if they have not been used previously.
6. To display information about a particular amount field, click the help icon . Note: Rated amount fields are limited to 4 numeric characters, which means if you are claiming mileage, the maximum individual trip is 9999 miles/kms.
7. Click Save.

   Depending on your company setup, you will be taken to the Coding tab to complete the coding of your transaction, or you may have to provide additional details on the Comments tab of the form.

8. Complete the fields as required by your organization.

   Note: The setup of this Comments tab is unique to your organization. The narrative or date fields displayed, whether they are mandatory or not, and whether you are required to answer yes/no questions, depends on your organization. If you need more help to complete these screens, contact your internal administrator.

9. Click Save.

   If you completed all mandatory fields, the Coding tab appears for you to complete the coding for this transaction.