Expense Notes

This window allows you to assign a specific Airline, Hotel and Transportation vendors to expenses for tracking purposes. Only vendors defined in the AdExpenseSM Database may be selected in Expense Notes.

1. On the Trip Segment Detail window in Expense Entry, click the Expense Notes icon to display the Expense Notes window.

Expense Notes Window

2. Key any comments you want attached to the trip segment in the Trip Segment Detail Row Comments box. When you click <Save> and return to the Trip Segment Detail Window, an asterisk appears beside the Expense Notes icon to indicate that a note has been attached.

3. To delete Notes for this trip segment row, click the Del box to the left of the row(s) to be deleted, then click the Remove icon .

4. If you do not have receipts for this trip segment row, click the No Receipts box.

5. Accept the default of the Begin Date for the Trip Segment, or select another day from the drop-down list.

6. From the drop-down lists, select the Airline, Hotel and/or ground Transportation vendor to be assigned to the selected row on this Trip Segment.

7. Key the Business Purpose for the Trip Segment Detail row, then key the Amount of the expense. When you click <Save>, this amount transfers to the appropriate row on the Trip Segment Detail Window.

8. To assign additional vendors to this expense, click the Add icon to add a new row. Fields for data entry are the same as described above.

9. Click <Save> to save your selections and close the window, or click <Cancel> to close the window without saving changes.