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Entering Multiple Expenses

You can 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:

   Notes

   

   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:

   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 Browse, 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:

   Tip

   

   You can view and delete the expenses that you have attached in the Attachments section of the Attach File popup.

To create an expense reportA 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 where the expense line was selected. You can view expense reports and submit them for approval on the Expense Report tab.

To delete an expenseA 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.

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