How to Create an Expense Report?

1. From the UWinsite Finance Home Screen, click on the Expenses module
2. Click on (+) Create Report
3. Indicate the Purpose of your report (ex.Office Supplies/ABC Conference Travel/ XYZ Equipment)
4.  Under Expense Items click on (+) Create Item to add a line item (you can add multiple items to the same expense report)
5. Any field with an asterisk (*) must be completed
6. Click on the (+) plus sign next to attachments and attach any applicable receipts
7. In the Description field provide additional details
8. If you have misplaced your receipts, select Missing Receipt, you will be prompted to provide justification

9. Once complete, you may click Save and Close or Create Another if you are adding additional items
10. Check off the Terms and Agreement box to confirm you have read and accept the corporate travel and expense policies
11. Click Submit


NOTE: If you are charging a project (grant) do not alter the Account field. Enter in the project number in the Project Number field as well as a Task Number. The system will automatically re-route the approval work flows based on the project number.
NOTE: Prior to being able to charge projects, you must be added as a Project Team Member to the project.

  • If you need to be added as a Project Team Member, please submit a UWinsite Finance Ticket, with Request Type: Request Modification of Access - Projects


9. Once complete, you may click Save and Close or Create Another if you are adding additional items
10. Check off the Terms and Agreement box to confirm you have read and accept the corporate travel and expense policies
11. Click Submit

 

REVIEWING THE STATUS OF AN EXPENSE REPORT:
1.From the Home Screen, click on Expenses
2.On the right hand side of the page, click on the Magnifying Glass
3.Click on Advanced
4.A list of all your expense reports will be listed

 

If you have any issues submitting an expense report, please submit a UWinsite Finance Ticket, with Request Type: Reporting an Issue - Expense


 

 

 

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