Update an Expense Report

Once you have created your expense report, you can add the hours associated with the audit projects and activities you are working on.

1. Access the Time and Expense page.
   1. Select the Default GRC context from the context menu.
   2. Click the Projects tab.
   3. Select Time and Expense from the Scheduling group.

      

2. You can access existing reports from the navigation bar at the top of the screen:
   • Click View / Current Expense to view the most recent expense report, or:
   • Click View / All to access a report via the Time and Expense Home section.

     

3. Add a description for the expense report, if necessary.
4. Too add a new report line item:
   1. Click Add Line Item.
   2. Click Search. Choose a project and click OK.
   3. Select an activity for the project from the drop-down list.
   4. Click View Details to add any comments and to indicate if a receipt is included.
   5. Repeat the steps above for each line item you wish to add.

      Note: Click Delete to remove a line item from the expense report.

5. Add the category, date incurred, currency type, and amount to the line item for each related project.

   Note: If an audit that you have previously logged time to has been marked as confidential, the Confidential check box will be selected, the Projects, Activities, and Phases will be masked, and the hours will appear as read-only.

6. To submit your expense report, select Submitted from the Status drop-down menu.

   Notes: Administrators setup the currency types in the Currency settings. See Currency Settings for additional information. Expense reports cannot be edited once they are submitted. Administrators can unsubmit expense reports via the Time and Expense Home section.

7. When you have made all of the changes to your expense report, click Actions / Save from the navigation bar at the top of the screen.