Create a direct expense report

Use a direct expense report to track and record expenses directly related to a specific project or an activity. Direct expenses are not associated with procurement activities such as purchasing materials or subcontracting, but are tracked separately as standalone costs. For example, training expenses, travel expenses for a project, fees paid for software licenses, and so on.

1. Navigate to the s10008 Direct Expenses screen.

2. To refresh the screen, select the F5 key.

3. Select anywhere in the Direct Expenses grid.

4. On the Home menu, in the Record group, select Create.

   In the Direct Expenses grid, a blank row is created.

5. Select the General tab and perform the following:

   • In the Expense Report field, enter the unique ID of a direct expense report.

   • From the Effective Date dropdown, select the date from when the direct expense transactions are included in the project budget follow-up calculation.

   • In the Reference field, enter the ID of the expense report as defined in the external application where the expense report was created.

6. On the Home menu, in the Record group, select Save.

   The direct expense report is created.