ctcLink Reference Center9.2 Finance9.2 FIN - ExpensesExpense Reports - TravelerAdding Multiple Expense Lines Using the Quick-Fill Feature

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

Adding Multiple Expense Lines Using the Quick-Fill Feature

Navigation:  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.

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.

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

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.

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