Set up Expense Types (Table Editor)

Build a custom list of expense types for your contractors to enter when filling out timesheets.

When you are adding Expense Types in the table editor, there is an option to indicate that an expense is required.  Edit the expense types which can be utilized by eligible contractors.

Create a new Expense Type

This will show up on the Talent Portal > Expense Reports > Item Type field

Note: System Settings can only be updated to require an attachment or not.

1. Click on Account & Settings.
2. Click on Table Editor.
3. Use the search bar in the upper left to locate the Expense Types option.
4. Add an Expense name to the New Item field.
5. Select if an attachment is required or not, using the Item Type field.
6. Click on the Add button.
7. A pop-up will appear in the upper right letting you know the new expense type has been added successfully, and it will now be visible in the list of expense types.
8. All expenses here can be edited or deleted using the pencil and trashcan icons.

Example of new Expense Type

This will show up on the Talent Portal > Expense Reports > Item Type field

The new Expense Type will display on the Talent Portal and some reporting.

1. Click on myDashboard
2. Click on Expense Reports
3. Click on the Create New Expense Report button
4. Go to the Expense Items section
5. Click on the Add Item button
6. Add the information for the Expense
   1. The Item Type field will display the new option
7. Add additional items or click on the Save button
   1. Click on the Save and Submit button if no additional items will be added.