Adding Multiple Expense Lines Using the Quick-Fill Feature

Purpose: Use this document as a reference for adding multiple expense lines using the quick-fill feature in ctcLink

Audience: Finance and Business Office staff

Use the Quick-Fill functionality to select multiple expense types to be added to your expense report. You can also determine whether you want to add one instance of the expense type or have an entry of that expense type for each day within a date range.

Adding Multiple Expense Lines Using the Quick-Fill Feature (Classic)

Navigation: FSCM Employee Self-Service  Travel and Expenses  Expense Reports  Create/Modify

  1. The Expense Report search page displays. Select the Find an Existing Value tab.
  2. Enter Search Criteria to identify your expense report or leave fields blank to search all available reports.
  3. Select the Search button.
Expense Report search page
  1. The Modify Expense Report page displays. Select the Quick-Fill link.
  2. The Quick-Fill window displays. The date range defaults to the current date. Enter the From and To dates.
  3. Check the One Day and All Days checkboxes where appropriate.
  4. To add expense lines, select the checkbox(es) next to the Expense Type. Use the scroll bar to view all available Expense Types.
  5. Select the OK button.
Quick-fill window
  1. The Quick-Fill window disappears. The added expense types are added to the expense report.
  2. Enter Description, Payment Type and Amount for each expense line.
  3. Expand the Accounting Details section to view/enter ChartField details for each expense line.
  4. Select Save for Later or Summary and Submit.
Add Description, Payment Type and amounts for each added line

For information on expense report errors and steps to resolve them, please refer to QRG Correcting Expense Report Errors for Travelers.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Adding Multiple Expense Lines Using the Quick-Fill Feature. This link will open in a new tab/window.

Adding Multiple Expense Lines Using the Quick-Fill Feature (Fluid)

Navigation: Fluid Employee Self Service Home Page > Expenses Tile

Employee Self Service page with the Expenses tile highlighted.
  1. The Fluid Expenses Homepage displays.
  2. Select the Create Expense Report tile to create a Fluid Expense Report.
Expenses page with the Create Expense Report tile highlighted.
  1. The Expense Report header page displays. In the General Information section, enter or lookup values for:
    1. Use the drop-down menu arrow to select the Business Purpose.
    2. Enter a short but meaningful Description.
    3. Use the lookup magnifying glass icon to select the Default Location. Or start typing "Sea..." to populate the auto-fill WASTT Seattle and select the results.
Expense Report page with the Business Purpose, Description, and Default Location fields highlighted within the General Information section.
  1. In the Expense Details section, select from the Expense Report Action menu options, Add from Quick-Fill.

Alternatively, you can access Quick-fill from the Expense Report/Expense Entry page by selecting the More icon on the left side of the page.

Expense Report page with the Expense Report Action field highlighted within the Expense Details section.
  1. The Quick-Fill window displays. The date range defaults to the current date. Enter the From and To dates.
  2. Check the One Day and All Days checkboxes where appropriate.
  3. To add expense lines, select the checkbox(es) next to the Expense Type. Use the scroll bar to view all available Expense Types.
  4. Select the Done button.
Quick-Fill window with the Date From and Date To fields highlighted within the Qruick-Fill Options section. The One Day and All days columns of checkboxes are highlighted within the Add Expense Types section. The Done button is also highlighted.
  1. The Quick-Fill window disappears. The added Expense Types are added to the expense report and you will be on the Expense Report Header page. Select the Update Details button to update the Expense Report Details.
Expense Report page with the Update Details button highlighted.
  1. The Expense Entry page displays. You will need to go into each expense item you added with quick-fill and enter in Description, Payment Type and Amount for each expense line.
  2. Expand the Accounting section to view/enter the ChartField details for each expense line.
  3. Select the Save or Review and Submit button.
Expense Entry page. The Expense Lines on the left side of the page that were added with Quick-Fill are highlighted. The Expense Lines details of Mean in State of WA Breakfast is selected. The Date, Expense Type, and Description fields are highlighted. The Payment Details fields are highlighted. The Accounting button/link is highlighted within the Additional Information section. The Save and Review and Submit buttons are highlighted.
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Adding Multiple Expense Lines Using the Quick-Fill Feature (Fluid). This link will open in a new tab/window.

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