Navigation:  NavBar > Navigator > Travel and Expenses > Expense Report

1. Under the Expense Reports folder, select Create/Modify.

2. The Expense Report search page displays.
3. Select the Find an Existing Value tab.
4. Enter Search Criteria to identify your expense report.
5. Select Search.

6. The Modify Expense Report page displays.
7. Select Actions = "Default Accounting For Report".
8. Select GO.

9. The Accounting Defaults page displays.  You can:
   • Change the ChartFields
   • Add rows and redistribute percentages
   • Delete rows that do not apply to the expense report
10. In the % column, enter the percentage of expense to charge to the ChartFields that you select when you add a new row. The accounting split must equal 100 percent for the set of default ChartFields.
11. Select Add ChartField Line to add a new accounting line.

12. Enter ChartField values for the new row.
13. Optionally, select the Load Defaults button to reload the accounting defaults from the Employee Profile - Organizational Data and Employee Profile - User Defaults pages.
14. Optionally, select the User Defaults link to access the Employee Profile - User Defaults page.
15. Select OK.

16. The Modify Expense Report page displays.
17. To continue working on the expense report at a later time, select Save for Later.  To submit the report for approval, select Summary and Submit.

18. Process complete.