Adding a Quick Expense to My Wallet
Summary
This article will show you how to add a quick expense.
Body
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.
This article will show you how to add a quick expense.
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Click the Add Quick Expense tile.
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The My Wallet page is displayed. From the left side of the page, you can add, delete, or filter individual expenses.
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| Click the Add button. |
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A new expense page is created and displayed. Note that the Date field will automatically populate with the current date.
You will enter appropriate date in the Date field, or use the Calendar icon.
Example shown here: 04/02/2025 in the Date field
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To search for an Expense Type, click the Lookup magnifying glass within the Expense Type field.
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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.
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To view all Expense Types, click the All Types tab.
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Type the appropriate information in the Expense Category search field.
Example shown here: D-Car Rental
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The matching results are displayed.
Click the appropriate Expense Type link.
Example shown here: the D-Car Rental expense type.
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You will enter appropriate information in the Description field.
Example shown here: "Car rental for conference" in the Description field.
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You will enter appropriate information in the Amount field
Example shown here: enter "100" in the Amount field
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If your expense is for a car rental, it will prompt you to select your used merchant. To select a preferred merchant, click the Preferred Merchant list.
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Click the appropriate Preferred Merchant option.
Example shown here: the Enterprise Car Rental option.
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To select and attach a receipt to the expense, click the Attach Receipt link.
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The Attachments page is displayed.
Click the Add Attachment button.
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NOTE: This article only takes you through the perspective of a desktop user. The displays will be slightly different for phone users.
Click the My Device button.
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A File Explorer window will appear. Locate and click the appropriate file for attachment.
Example shown here: click on the ExampleExpenseReceipt file.
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After your upload is complete, click the Done button.
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You will enter appropriate information in the Description field.
Example shown here: "Car rental expense receipt".
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| Click the Done button. |
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| If your attachment was uploaded successfully, a green banner will pop up at the top of your screen displaying the message: "Attachments have been saved.". |
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| Click the Save button. |
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| If your expense was saved successfully, a green banner will pop up at the top of your screen displaying the message: "Your changes have been saved.". |
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Details
Details
Article ID:
149519
Created
Sat 9/24/22 11:16 PM
Modified
Tue 4/7/26 3:52 PM