This article explains the fields, actions, and tabs on the Submit a New Expense Item page.
Accessing the Submit a New Expense Item Page
1. Log in to Corpay Complete.
2. Select the Expenses menu item from the left-side navigation pane.
NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.
3. On the Expenses page, select the + Create button.
4. The Submit a New Expense Item page will display.
Submit a New Expense Item Page
This section describes the fields, actions, and tabs on the Submit a New Expense Item page.
NOTE: Visible fields and information on the Submit a New Expense Item page are based on user roles and permissions in addition to company configuration. As a result, some fields may not be visible, may only be available in a view only format, or may not be required by your company. Follow your company’s policies when entering information on the Submit a New Expense Item page.
The following table describes the fields and actions on the Submit a New Expense Item page.
|Click the Cancel button to close the Submit a New Expense Item page without saving your changes.
|Click the Save Draft button to save the expense item as a draft.
Click the Submit button to submit the expense item in Corpay Complete.NOTE: Expense items are not sent for approval until an expense report is created.
|The Employee field automatically populates with the name of the employee or user who is creating the expense item.
|The Policy drop-down displays a list of expense policies that can be associated with the expense item. Depending on company and user configuration, this field may populate automatically.
|The PO Number field displays the purchase order number associated with the expense item.
|The Department field displays the department associated with the expense item.
|The Business Unit field displays the business unit that is associated with the expense item.
|Expense Item Type
|The Expense Item Type field automatically populates with the type of expense. This setting is configured on the Policies tab.
|The Merchant field displays the name of the merchant where the expense item was incurred.
|The Date field automatically populates with the current date but can be changed manually.
|The Total Amount field displays the total expense amount, including taxes.
|When selected, the Billable checkbox indicates that the expense item is billable. Leave the Billable checkbox unchecked for non-billable expenses.
|When selected, the Non-reimbursable checkbox specifies that the expense item is not reimbursable. Leave the Non-reimbursable checkbox unchecked for non-reimbursable expenses.
|The Location field displays the location for the expense item. Location is based on your company configuration, such as an office location.
|The Description field displays a brief description of the expense item.
|Upload Receipt/Drop File Here
|Click the Upload Receipt button or drag-and-drop a file into the Drop File Here pane to upload a receipt for the expense item.
|Click the Add Expense button to add another expense item.