Expense Reports

Use this file to keep track of staff reimbursable expenses.  Be sure that desired type of reimbursable expense time period (Bi-Month or Two Weeks) has been selected under Integratis button > Preferences > Program Values tab.  Create a new record for every time period for every staff person.  To create a new Reimbursable Expense report go to Tracking main menu button > select “NEW” in gray bar at top of window.  A new data entry layout will appear; enter Staff ID and Begin Period Date. A new reimbursable expense report with the staff person’s name and the time period dates will appear. 

To enter an expense, select the “plus sign’” at the upper right hand corner of the expense report.  Select a project from the pop-up dialog of active projects (if list is blank add projects in Projects database and be sure that active projects are marked active).  Next enter expense information in appropriate columns. 

Only users with the Principal, Associate and Business Administrator password may change the “Lock” radio button to either lock or unlock for a reimbursable expense report.

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