Page 2 - How do I Create an Expens Report?
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Creating an Expense Report


        2.  * Enter additional information about the expense report in the Report Description field (30
            characters).

               The description displays on email notifications and is visible to approvers and auditors.

        3.  * Select a Reference option applicable to your expense report. Options include:
               Travel – business travel related items including mileage for a personal auto, rental car, airfare, lodging, etc.
               Non-Travel – all other expenses such as printing services, professional fees, or office supplies.

        4.  Optional:  Select a Default Location for the Expense report based on the City name.

                   While Default Location is optional for the entire expense report, it is required for some expense types such as Airfare
                   and Lodging. These may be added or modified at the expense line level.

        5.  Use the Attachments link to upload supporting documentation for the expense report.
            Multiple attachments may be added one at a time.

                    If you are submitting HealthCare (HC) expense items with your EMUNV Report , your HC expenses must follow Emory
                   HealthCare Accounts Payable documentation guidelines.

                      Tape original HC receipts to sheet 8 ½ x 11 sheet of paper.
                      Review Submitting an Expense Report for procedures on routing your documentation to Emory HealthCare
                       Accounts Payable.
         Enter Personal Expenses

        You must manually add out of pocket expenses to the expense report.
               The Payment Type defaults to PERSONAL FUNDS for out of pocket expenses.
               Corporate Card charges are located to the right of the My Wallet link. The number indicates how many transactions are in
               My Wallet.
               The Payment Type for My Wallet charges is EMORY CORP VISA CARD.

                    Do not manually add Corporate Card charges to your Expense Report.


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        1.  * Enter the Date of the Expense.

        2.  * Select an appropriate Expense Type from the dropdown menu.  This field determines which Account
            value is populated under the Accounting Details.
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        Emory Confidential and Proprietary           Last Revised on 2/7/2018                   Return to Table of Contents
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