Purchase Expense Request

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Create a Purchase Expense Request

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Prerequisites

• You must have an active employee account.
• You must have an approved Purchase Authorization request.
• Have your receipts ready.

1

Navigate to Requests Module.

2

Click Add Request.

3

Select Purchase Expense as the request type.

4

Complete the required information.

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Request Information

Field	Description	Required	Example
Subject	A short title describing the request.	✓	Purchase Expense - Laptop
Due Date	The expected completion or review date for the request.	✓	October 9, 2026
Priority	Indicates the urgency of the request.	✓	Medium
Description	Additional details or reason for the request.		Submitting the actual cost of the approved laptop purchase for reimbursement.

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Purchase Expense

Selecting a Purchase Request fills in the charge code and the items from the authorization. Update the items to match what you actually paid.

Field	Description	Required	Example
Purchase Request	Approved Purchase Authorization this expense is for.	✓	[PR-2026-000062]
Charge Code Type / Charge Code Name	Charge code from the Purchase Authorization.	Auto	Program / Samsung
Description / Quantity / Unit Price	Items purchased. Select Add to add a line.		Macbook, 1, $500.00
Estimated Cost	Quantity multiplied by Unit Price.	Auto	$500.00
Subtotal	Sum of all item costs.	Auto	$500.00
Shipping	Actual shipping cost.		$20.00
Sales Tax	Sales tax rate (%) and amount.		10% ($50.00)
Total Expenses	Subtotal plus shipping and sales tax.	Auto	$570.00
Advance Amount	Advance paid under the Purchase Authorization.	Auto	$114.00
Total Reimbursement	Total Expenses minus the Advance Amount.	Auto	$456.00

5

Click Add to send the request for approval.

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Review a Purchase Expense Request

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Manage the Purchase Expense Business Process