Tips:

Employee Expense Report Entry

Navigation: NUPortal > Financial > Payments tab > Expense Reports > Create a new Expense Report

Graphic of Expense Report entry page

  1. Enter an overall Description and select a Business Purpose from the drop down menu.
  2. Click Accounting Defaults and enter the chart string(s) this reimbursement will be charged to.
  3. Select an Expense Type from the drop down menu. Enter the Expense Date and Amount Spent (from receipt).
  4. Click the Graphic of Add Additional Attendees icon(people icon) and enter all Group Meal attendees (appears only when applicable).
  5. To add more expense lines, click the drop down menu and select New Expense or Multiple Expenses, then click Add.
  6. Click the Detail tab and enter a Description for each line (vendor name, location, etc.)
  7. Click the Air/Hotel tab and enter the Number of Nights stayed for each hotel line (if applicable).
  8. Click the Mileage tab to enter Private Auto Mileage and enter the number of Miles driven (if applicable).
  9. Scan and attach receipts and other supporting documentation in Attachments (under Comments).
  10. Click Save for Later.
  11. Click Check Budget, and then click OK.
  12. Employees with multiple appointments (and their proxies), click the radio (circular) button next to the Appointment/Supervisor where this expense report should route.
  13. Click Submit,and then click OK.
    • If you are submitting the Expense Report for yourself, a certification message will appear.
    • If you are submitting on behalf of someone else (as proxy) the certification message will not appear.