If you incur a repeating expense during your travel (ex. meals across several days), the system will allow you to multiple expense lines and change their date(s). This is helpful because it helps you avoid having to manually input the nearly identical expenses for each date they were incurred.
This article will show you the steps to copy multiple expenses within an expense report.
First, log into the UGA Financial Management System.
Click the Expenses tile.
Click the My Expense Reports tile.
The My Expense Reports page is displayed. From this page, you can view all expense reports that have yet to be submitted. To view a particular report, simply click within the appropriate field.
Click the appropriate Expense Report link.
Example shown here: Travel for Conference from November 27th, 2017.
The detailed Expense Report page is displayed. From this page, you can view individual expense lines as well as payment information.
Click the More icon.
To select an expense to copy, click the checkbox next to the appropriate field.
Example shown here: D-Lodging checkbox.
Click the D-Mileage Standard Checkbox.
Click the Copy icon.
The Copy Expense window is displayed.
To select a date for the Date From field, click the calendar icon.
From the calendar, click the appropriate date.
Example shown here: 27th of November.
NOTE: There are two conditions that the copy date must fulfill. The date can not be a future date and it can not be set prior to the original expense date.
To deselect the option to include weekends, click the Include Weekends button.
To exclude holidays, click to deselect the Include Holidays option.
Click the Done button.
A green bar will appear across the top of the screen to inform you of the completion of the copy request.
The expense report is save with the updated multiple expenses within an expense report.