Add and View Expense Descriptions

The Descriptions pane, which is available from the Expense Report, allows you to add and view descriptions for an amount cell. A description cannot be entered until an amount is entered. Descriptions are viewable throughout the lifecycle of an expense report and in later reporting.

Add a Description

1. From your expense report, select an amount cell. An amount must be entered before a description can be added.
2. At the bottom of the Expense Report screen, click the expand button.
   The Details pane is displayed.
3. Enter a Financial and/or Project description for the amount.
   Once a description is entered, a red marker is added to the top, right-hand corner of the amount cell.

View a Description

Once a description has been added to an amount field, a red marker is added to the top, right-hand corner of the cell . To view the description, select the cell and then click the expand button at the bottom of the Expense Report screen.