Entering Multiple Expenses

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption-supported fields to ensure that matching results are found.

To enter many expenses for different projects on a single page:

1. Click Create Expense Report or, in the PSA Links sidebar, click Multiple Expense Entry UI. You can also do this on the Expenses related list on a project or assignment.
2. For each expense, complete the fields on an expense line. The first row is populated with your assignment or project if only one is available. See Expense Entry Page Fields.
   Note:

   When your expenses are calculated, the expense rate or limit applied may depend on the date you incurred the expense.

3. To save the expense lines, click Save All.

   Expense records are created for each line.

To attach receipts to a saved expense line:

1. Click .
   Tip:

   If is not shown for the expense line to which you want to add receipts, this could be because you have not saved the expense line.

2. Click Choose File, locate and select the file you want to attach and click Open.
3. Optionally, enter a description for the file.
4. Click Attach File.
5. Repeat the steps until you have attached all the files that you want to add to the expense line.
   Tip:

   You can view and delete the files that you have attached in the Salesforce Files and Notes & Attachments sections of the Attach File popup. Deleting a file in one list also deletes it from the other list.

To create an expense report A mechanism for charging expenses incurred to a project or an assignment. for the expense lines:

1. Select the expense lines to be included in an expense report.
2. Click Submit.

   An expense report is created for each project assignment that you entered expenses for, and for the expense lines that you selected. You can view expense reports and submit them for approval on the Expense Report tab.

To delete an expense A record of expenses incurred by resources assigned to a project or opportunity. line:

1. Select the expense line to be deleted.
2. Click Delete Lines.