View Expense Details

You can view expense items to see more details about the expense.

1. From the Home page, click to access the appropriate expense report.

2. Click the to view a detail relating to the expense. The View Expense Item window displays.

3. View the information that displays.

4. If you need to update a UDF value associated with the expense item, do the following:

If

Then

You are a consultant, primary manager, or final manager

Click to select the appropriate UDF value from the selection window.

You cannot update UDF values that are read-only.

If the appropriate value does not display, contact the field support representative (for example, the CSA).

You are an auditor or field support representative (for example, a CSA)

Do one of the following:

Editable UDF—Click to select the UDF value from the selection window. If the appropriate UDF value does not display in the selection window, in the UDF field, type the UDF value you need to display.

Read-only UDF—In the appropriate UDF field, type the UDF value you need to display.

5. Click one of the following buttons:

Button

Description

Close Window

To close the window and return to the expense report.

Submit Change

To close the window and update the expense report appropriately.