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.
3. Select the Search button.
4. The Modify Expense Report page displays.
5. Select the Save for Later link to automatically verify your expense lines for errors.
6. If Save for Later triggers an error, an error flag will display to the left of the expense line. You may also see red highlighted fields, indicating where there is missing information.  If the GL Unit field highlights in red, it is highlighting that an error has been detected with the information in the Accounting Details section (the Chartfield values).
7. Select the error flag(s) icon to open the Expense Report Line Errors window to review explanation of error(s).

8. The Expense Report Line Errors Window displays, take a note or screenshot of the error(s). In the following example, please review the error and proposed correction:
9. Missing Payment Type – Select the down arrow icon in the Payment Type field to select a payment type.
10. Missing Description – Enter a Description.
11. No Receipt – You can either select the paperclip icon in the expense line to attach a receipt (the attachment must have the word ‘Receipt’ in the attachment description), or you can select the No Receipt Checkbox, and then select the No Receipt Comment bubble to enter a comment.
12. Combo Edit Rule Error – The most common ChartField Combo Edit Rule error is missing an ACCOUNT/ CHARTFIELD2/ OPERATING_UNIT/ FUND_CODE/ DEPTID/ CLASS_FLD. This indicates that one of the required fields listed is missing a value. If you have entered a value in Account, Class, Dept, Fund, Oper Unit, and State Purpose and this error will not clear, submit a FSCM Travel and Expenses Service Desk Ticket for assistance with the error.
13. Select the Return button to return to the Modify Expense Report page to make your corrections.

14. Once you have completed making corrections, select Save for Later again.  
15. If Save for Later uncovers no errors, select Summary and Submit. For more instructions on how to submit for approval, please see QRG Submitting Expense Reports for Approval.

Navigation: FSCM Employee Self-Service homepage

1. The Finance Employee Self Service homepage displays. Select the Expenses tile.

2. The Expenses page displays. Select the My Expense Reports tile.

3. The My Expense Reports page displays. In the Not Submitted section, select the Expense Report (ER) you will be working on.

4. The Expense Report header page displays. Select the Update Details button.

5. The Expense Entry page displays. Any expense lines in error will have a red error flag.  When you select an expense line that has an error, you will see red highlights on the fields in error as well as a summary of the expense line errors at the top of the Expense Entry page. Please review the error and proposed correction:
6. Missing Description - Enter a Description.
7. Missing Payment Type - Select the down arrow in the Payment Type field to select a payment type.
8. Combo Error for fields - The most common Chartfield Combo Edit Rule error is missing an ACCOUNT/ CHARTFIELD2/ OPERATING_UNIT/ FUND_CODE/ DEPTID/ CLASS_FLD. This indicates that one of the required fields listed is missing a value. If you have entered a value in Account, Class, Dept, Fund, Oper Unit, and State Purpose and this error will not clear, submit a FSCM Travel and Expenses Service Desk Ticket for assistance with the error.

9. Scroll down to view the bottom of the page. In the Additional Information section, note that there is a No Receipt error. (A No Receipt error will not be included in the error summary at the top of page.)
10. You can either attach a receipt by selecting Attach Receipt or select Receipt Missing in the Exception Comments section to enter a Receipt Missing comment.  

12. Some errors are cleared as you make corrections, other errors require you to select Save to force the error validation. Once you have completed making corrections, select Save again.  
13. If Save uncovers no errors, select Review and Submit if you are ready to submit for approval.