How To Create an Expense Report | Scribe

    How To Create an Expense Report

    • Brittany Logan-Ruble |
    • 2 minutes

    Create Expense Report

    1
    Click "Create" from Expenses Dashboard.
    2
    Click "Report Name" to name your report.
    3
    Click "Report Type" dropdown. Select the report type that best describes the purpose of your report.
    4
    Click "Save"

    Add Expenses to Report

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    The Report Type selection determines which tiles are available for selection.
    5
    Click the tile that best describes the expense line item.
    6
    Click here to indicate the date of the expense.
    7
    Click the "Spent" field. Enter the actual amount of the expense.
    8
    Click "Business Purpose". Type the purpose of the expense.

    Allocate Line Item

    9
    Click the "Search for Allocation" field.
    10
    Start typing the name or number of a fund-org combination.
    11
    Click the fund-org combination from the search results.
    12
    Click the "-- Select --" field.
    13
    Start typing the name or number of an account code.
    14
    Click the account code from the search results.
    15
    Click the "-- Select --" field.
    16
    Select an Authorized Signer.