[Merged archived articles 4011 & 3539.]
This how-to article will help [user types] to [do this thing that the feature does] using the [interface]. The user must have the [permission settings] in [interface].
Overview
[Briefly describe what this is for, and what will be accomplished by following these steps.]
Entering and Viewing Expenses
Users may enter expenses for projects or tickets. They can view their entered expenses at any time by navigating to the Time and Expenses application and opening an Expense Entry.
To enter an expense:
- In TDNext, navigate to Applications > Time & Expenses > Expense Entry.
- Click the New button at the top of the expense list.
- Select whether or not to add a project or ticket expense.
- Select a project or ticket as necessary.
- Enter any other information about the expense as necessary.
- Click the Save button. To save and enter another expense, click the Save and New button.
Resubmitting a Rejected Expense Entry
A user may need to resubmit an expense which was rejected by their manager with updated/additional details.
To resubmit a rejected expense:
- In TDNext, navigate to Applications > Time & Expenses > Expense Entry.
- In the table, locate the expense that needs to be resubmit.
- Click the expense ID to open the expense details window.
- Edit the expense as necessary.
- Click the Submit button to resubmit the expense.
Frequently Asked Questions
Q. I'm the manager of a project and the project is set to "time and expenses are approved by the project manager," but when I submit an expense to the project it's being sent to my functional manager. Why?
A. If the person submitting the expense is the project manager, then the "time and expenses are approved by the project manager" setting is ignored for their expenses. The expenses instead go to their Reports To person. If the Reports To value is different than the user, all the user's expenses will be approved by someone other than them.