Step 2: Code and Validate Expense

Since there's no extracted data, you need to manually enter all the details for the expense.

Steps:

1. Enter Core Details:
   • Supplier Name: Type the name of the vendor (e.g., "City Parking", "Cash Purchase").
   • Date Issued: Select the date the expense was incurred.
   • Total Amount: Enter the exact amount spent.
   • Currency: Select the correct currency.
2. Complete Required Coding:
   • Description/Purpose: Enter a clear business reason. This is often crucial for expenses without receipts.
   • Dimensions: Select values for Department, Project, GL Code, etc., as required by the expense type and policy.
   • Payment Method: Indicate if paid with Personal funds or Corporate Card.
3. Validate: Click/Tap the Validate button. Zudello checks for missing required fields or policy violations (e.g., exceeding a limit for non-receipted expenses). Address any errors highlighted.

What Happens Next?

Once successfully validated, the manually created expense status changes to Ready to Claim.

Next Step: Add to Claim and Submit

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Related How-To Guides:

• Coding and Validating Expenses
• Expense Policies