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A-13
Using Expense Templates and Custom Expense Reports
The following diagram shows data presented in a list format:
If your Section is in list format, enter “Yes” under list format and enter the number
of the row or column where the expense description will be placed in the Expense
Type cell. Expense amounts can be entered in several different columns or rows if
required by your template.
Note:
Expense type labels must all display in the same column
.
11. Enter the row or column numbers for the expense types that appear in the Section.
These settings display in the aqua columns (20–48).
For these settings, simply enter the row or column number for the expense types
that you want to display in the Section. Note that the same row or column number
can be used more than once. An example of this would be meals that encompass
breakfast, lunch, dinner and snacks. In the previous example, all expense items
would be populated into row/column 4 of the custom Expense Report.
12. Complete the table. The remaining columns (49–57) in the table are used to define
the column or row number that corresponds to the description.
13. Mark a Section for prepaid expenses (yellow column). If a row in the map table is
for prepaid (company paid) expenses, type a “yes” in the cell on that Section’s row.
Type “no” in all the cells of this column that do not pertain to prepaid expenses.
14. Repeat steps 7 through 12 for each Section that you have defined for your custom
Expense Report.