E.R.A. - Adding an Expense
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1 Attaching a Corporate Credit Card Transaction Any charges made to your company credit card appear in E.R.A. as Outstanding Charges or Unattached Transactions. After creating an expense report for these charges, you must attach any applicable transactions and complete the required information for each before submitting the expense report. 1. After opening the expense report, click Transactions on the Overview tab. (Figure 1.1) Figure 1.1 The expense report s Overview tab The Overview tab 1. Click Transactions 2. On the Transactions page, place a check mark next to each transaction you want on your expense report. (Figure 1.2) Note: For more information click View Transaction Details. 3. Click Attach. (Figure 1.2) Figure 1.2 The expense report s Transactions page 3. Click Attach 2. Select the desired transactions 2012 Assurant, Inc. All rights reserved. 1 LD-JA-xxxx Rev (RL)
2 4. All newly attached transaction will have a status of Incomplete. The reason is that you must assign an Expense Type to the expense. Click Edit Item. (Figure 1.3) Figure 1.3 The expense report s Transactions page 5. On the Set Expense Type page, select an Expense Type from the drop-down list. (Figure 1.4) 6. Click Save. (Figure 1.4) Note: After saving the Expense Type, you may now add additional information regarding the expense. Some expenses require that additional information be provided. You will know if additional information is required when you see the Validation Error icon -. This icon appears next to any incomplete, required fields (a summarized list is also provided at the top of the page). If this icon does not appear, you can save the expense as is. 4. Click Edit Item Status Incomplete Figure 1.4 The Set Expense Type page 5. Select an Expense Type 6. Click Save 2012 Assurant, Inc. All rights reserved. 2 LD-JA-xxxx Rev (RL)
3 7. On the Expense Item page, fill in any incomplete, required fields and provide any additional information you wish. (Figure 1.5) Figure 1.5 The Expense Item page Note: If the expense is greater than $25.00, or if it is an expense type that always requires receipts, check Receipt Required. If the credit card transaction is not business related, be sure to check the Do Not Reimburse (Personal) box. 8. Finally, click Save to complete the attachment. (Figure 1.5) List of incomplete, required fields 7. Fill in incomplete, required fields Repeat steps 1-8 as needed to include all unattached expenses you want on the expense report. Note: After attaching an expense item and viewing the Items tab, there are several actions available for modifying the expense before you submit the expense report. (see Figure 1.6) To itemize the expense, click View/Add Itemizations. 8. Click Save To delete the expense item, click Delete Item. To make additional changes, click Edit Item. To view details of the transaction, click View Transaction Details. Figure 1.6 The Items tab View Transaction Details Delete Item Edit Item View/Add Itemizations 2012 Assurant, Inc. All rights reserved. 3 LD-JA-xxxx Rev (RL)
4 Adding an Expense Manually Any purchases you make Out of Pocket must be added to an expense report manually. Also, certain policy standards must be met for approval. This can be done in either the Overview or Items tab. Figure 2.1 The expense report s Items tab 1. Select an Expense Type 2. Click Add Expense 1. After creating or opening an expense report, select an Expense Type from the drop-down list. (Figure 2.1) 2. Click Add Expense. (Figure 2.1) Note: After adding the expense, you have the opportunity to provide additional information about that expense. Because no information was provided by Chase, you will notice that fields are blank and require input before the expense item is completed Assurant, Inc. All rights reserved. 4 LD-JA-xxxx Rev (RL)
5 3. On the Expense Item page, fill in any incomplete, required fields and provide any additional information you wish. (Figure 2.2) Figure 2.2 The Expense Item page Note: If the expense is greater than $25.00, or if it is an expense type that always requires receipts, check Receipt Required. 4. When finished modifying the expense item, click Save. (Figure 2.2) Repeat steps 1-4 as needed to add additional Out of Pocket expenses. 3. Add additional information if necessary 4. Click Save 2012 Assurant, Inc. All rights reserved. 5 LD-JA-xxxx Rev (RL)
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