How to submit an expense voucher

Showcase Tour
To become familiar with standard features, you can start by viewing our showcase tour. Once you are familiar with these features, you can click the “x” to hide this section from displaying in the future.

Navigation
The Date Picker provides for easy navigation between expense vouchers. Use the “up” or “down” arrows to locate vouchers. For saved, submitted, or rejected vouchers, the message center under the Date Picker displays the current status of the voucher. You can also click directly on the date picker to see total amount, purpose, and statuses across several vouchers to help you identify a specific voucher record.

Actions
Enter your expense details in the Expense Entry section of the page. Click Add Entry and that line item will display in the “totals” table section above the entry section.

Use the Add Entry button to add as many line items as needed.

Once you have added all your expense line items, you can edit or delete items using the “pencil” or “x” icons in the totals table.

The Upload Attachment button allows you to add receipts, or other documentation, to your expense voucher directly from your computer.

After your voucher is complete, you can choose to either Save Changes, Submit for Approval, or Cancel using the links provided.

When you click Submit for Approval. The status will update in the Date Picker section and the expense voucher is forwarded to your timesheet approver. You may save a copy of your submitted voucher by clicking the “view printable pdf” link and then use the save feature.

Details
The “show details” link next to the assignment job title name displays additional details related to the assignment record.