Step 1: Manually Create Expense Record

When you don't have a receipt to upload, start by creating a blank expense record.

Steps:

1. Navigate: Go to Expenses and Travel > Expenses.
2. New Expense: Click/Tap New Expense.
3. Choose Manual Creation: Select the option to Create a blank expense (do not use the upload option).
4. Select Type: In the new expense record, immediately select the appropriate Type from the drop-down menu (e.g., "Expense - No Receipt", "Parking", "Tolls"). This often determines which fields are required.

What Happens Next?

A blank expense record is created in Draft or User Review status, ready for you to manually input all the details.

Next Step: Code and Validate Expense

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Related How-To Guides:

• Expense Types