Page 30 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook
P. 30

Subcontractor Portal Users - My Expenses


               Navigate: Portal > Dashboard > My Expenses (Left Menu)

               Subcontractor Portal users assigned the Expense User role can access My Expenses
               from the left menu to add a new expense report or view/edit/delete existing expense
               reports. The list is sorted by Stage (ACTIVE and DONE), then sorted by expense report
               number (descending).


               Add a New Expense Report:
                   •   From My Expenses (left menu)
                   •   Click +ADD EXPENSE REPORT (bottom of the page)
                   •   Enter Purpose, Location, Project/Task and click ADD
                   •   The expense entry DETAILS screen is displayed to enter expenses for the report

               Enter Expenses:
                   •   Click +ADD NEW ROW a popup window opens to enter various Expense Fields:


                        Expense Field:              Description:
                        Expense Type                Select the appropriate category for the expense
                        Date                        Enter date of expense
                        Amount                      Enter amount of expense
                        Payment Method              Select the appropriate category for the expense
                        Vendor Name                 Optional
                        Comments                    Optional
                        Receipt provided            Checkbox then ATTACH RECEIPT
                                                    (if none, supply Reason for No Receipt)
                       *Admin Property settings determine if a field is displayed on an expense report See APPENDIX B
                       Timesheet and Expense Report Display Options.

                   •   Click SAVE CHANGES
                   •   Edit Expense Line Items (on the DETAILS tab):


                        Expense Line Icons:         Description:
                        Paperclip icon              Access to attachments with an additional column
                                                    number indicating the number of attachments included
                                                    on the expense report
                        Trashcan icon               Delete expense item
                        Pencil icon                 Edit expense line items opens a popup window where
                                                    the line item details can be edited
                        Copy icon                   Used to create a duplicate row of expense item
                        Additional Pencil icon      Opens a popup window where the Purpose, Location,
                        (far right side)            and Project/Task can be edited

                   •   Click +ADD NEW ROW to add a new line item to the expense report
                   •   Use SHOW ALL TOTALS to see the breakdown of Total Expenses (Non-
                       reimbursable and Reimbursable)




               LESSON 3 USING - SUBCONTRACTOR PORTAL
                                                                                   ©2023 Unanet. All rights reserved.
                                                                                                                     30
   25   26   27   28   29   30   31   32   33   34   35