When other users have authorized you to work as their delegate, you will see their names under your name when you click it in the upper right hand corner. **Remember to select their name before creating a report.**

Click "Report Type" dropdown. Select the report type that best describes the purpose of your report. 

The Report Type selection determines which tiles are available for selection. 

Click the tile that best describes the expense line item. 

Click here to indicate the date of the expense.

Click the "Spent" field. Enter the actual amount of the expense.

Click "Business Purpose". Type the purpose of the expense. 

Start typing the name or number of a fund-org combination. 

Click the fund-org combination from the search results.

Start typing the name or number of an account code.

Click the account code from the search results.

How To Create an Expense Report

Create Expense Report

Add Expenses to Report

Allocate Line Item