Create an Expense Report in the Acumatica Browser

This article will help you create an expense report in the Acumatica App

Expense Reports on Browser

1. Throughout the month:
   1. Log into Acumatica.
   2. Select time and expenses in quick menu.
   3. Select Expense Receipts
   4. Select the plus sign to create a new record.

1. Enter details of individual expense
   1. Date – Date of when you incurred the expense.
   2. Expenses Item – What is the type of expense.
   3. Description - What is this expense for?
   4. Quantity – This should always equal one except for mileage reimbursement. Enter number of miles driven if expensing mileage.
   5. Unit Cost – How much did the expenses cost?
   6. Image - All purchases must have a receipt attached. If you do not have an image, please explain why in the description field.
2. Repeat for each individual expenses incurred throughout the month.

1. At the end of the month:
   1. Log into Acumatica.
   2. Select time and expenses in quick menu.
   3. Select Expense Claims
   4. Select the plus sign to create a new record.

1. Enter details for your expense report submission.
   1. Date – Date should be the last day of the month for which you are submitting your expenses report.
   2. Description – Description should say “Current Month Expense Report”
2. Select the receipts you would like reimbursed.
   1. Select add receipts.
   2. Check each receipt that needs to be added to your expense report for the previous month.
   3. Select add and close.
3. Select Save
4. Once you are sure all expenses for the month have been recorded select submit.