Adding a Quick Expense to My Wallet as a Delegated User

Overview

If you incur an expense that you wish to save for later and include in a future expense report, you can add a quick expense. These entries will be saved in My Wallet section of the Expenses menu. When you are filling out the expense report later, you can import those quick expense to the report. In this article you will learn to add a quick expense as a delegated user.

This article will show you how to add a quick expense on behalf on an employee to whom you have been assigned as a delegate.

1. Step 1

OneUSG Connect Employee Self Service homepage displayed with the Expenses tile highlighted

First, log into the UGA Financial Management System.

Click the Expenses tile.

2. Step 2

Expense Entry page displayed with the Add Quick Expense tile highlighted

Click the Add Quick Expense tile.

3. Step 3

My Wallet page displayed with the Actions button highlighted

The My Wallet page is displayed. From this page, you can add, delete, or filter individual expenses.

Depending on your position, there is the possibility that you may be authorized to create expenses on another's behalf. To change your role, click the Actions button next to the Employee Identifier.

4. Step 4

My Wallet page displayed with the Change Employee menu option highlighted

Click the Change Employee menu item.

5. Step 5

Employee Search page is displayed with the Empl ID field highlighted

The Employee Search page is displayed. Listed on this page are the employees for whom you are authorized to act on their behalf. To select an employee, simply click within the appropriate field.

6. Step 6

My Wallet page displayed with the + Add button highlighted

Take note that the Employee Identifier in the top left corner of the screen has changed to reflect the selected employee.

7. Step 7

Click the Add link.

8. Step 8

My Wallet page displayed with the Date field highlighted

A new expense page is created and displayed. Note that the Date field will automatically populate with the current date.

Enter appropriate information into the Date field.

9. Step 9

My Wallet page displayed with the Lookup magnifying glass in the Expense Type field highlighted

To search for an Expense Type, click the Lookup magnifying glass within the Expense Type field.

10. Step 10

Expense Type Search page is displayed with the Frequenty Used button highlighted

The Expense Type Search page is displayed. Please note that when selecting an Expense Type for a Quick Expense, mileage and per diems are not to be selected. Mileage and per diems are added directly to an expense report for calculated amounts.

11. Step 11

Expense Type Search page is displayed with the All Types button highlighted

To view all Expense Types, click the All Types tab.

12. Step 12

Expense Type Search page is displayed with the D-Car Rental expense type option highlighted

Click the appropriate expense type.

Example shown here: click the D-Car Rental expense type.

13. Step 13

Expense Type Search page is displayed with the Description field highlighted

Enter appropriate information into the Description field.

Example shown here: enter "For hauling equipment".

14. Step 14

Expense Type Search page is displayed with the Amount field highlighted

Enter appropriate information into the Amount field.

Example shown here: enter "200.00".

15. Step 15

Expense Type Search page is displayed with the Preferred Merchant list highlighted

If the expense is for a car rental, you will be prompted to provide the used merchant. To select a preferred merchant, click the Preferred Merchant list.