Please note the following: DO NOT record or submit items ...

1 Creating an Expense Report in Unane t To create an expense report, access Unanet Click on the +Expense In the Purpose field, type the specific name of the meeti ng with any additi onal informati on that you see necessary In the Location field, type the City, State of the meeti ng Usi ng the Project dropdown box and select the project code that applies to the meeting you attended Generally, the proje ct code will be giv en in a post- meeting e-mail and you will be instructed as to which project to select however, if you are unsure, Please inform the contact person for your meeting Select the Task given to you in the post-meeti ng e-mail (someti mes there will not be a task to choose from and you will have to leave it set as 0000-Deafult Task) Select Save Select Detail s and begin adding Click the calendar by the Date field and select the date in which the expense you are submitti ng was incurred Select the Expense Type dropdown box and select the type of expense you are entering Please not e the fol lowing: DO NOT recor d or submit ite ms in your expense repor t that have already been pai d for by CCSSO ( Egencia flight/ trai n receipt, lodging/ hot el bill that has already been pai d for by CCSSO) *See note below in red regarding expense types and what Expense Type each expense should be filed under* Double click the Amount field The Expense Wizard pop-up window should appear, Please fill out each field highlighted in the example Please note.

2 The Expense Wizard pop- up window notates which type of expenses should be filed under each category at the top of the screen. If you do not see your expense type notated, Please return to the main screen and select the Expense Type that corresponds to the expense you are submitting. Comments are optional and are viewa ble by the CCSSO staff person who will review your expense report if you need to make any special notes for proje ct staff Select Save Create a new li ne to record a new expense by selecting the Add a Row box (see example) Once you have recorded all of your expenses, Please attach your receipts to the report by selecting the Attach button at the bottom of the screen (see example) Receipts are required in order to be reimbursed you must attach your receipt before submitting except when using the Meals and Inc Per diem capped expense type Select Browse and upload your scanned copy of the receipt to the report Once you have uploaded all receipts, select Save To view your receipts or to make sure they were properly loaded, select Attach again Select the Paperclip butto n if you need to open a copy of the uploaded recei pt Once your expense report is comple te, select submit A Comment s screen will appear if you need to le ave comments regarding your expense report If you do not have any comments for the report, select submit again and your report will be submit ted to the Project Approver for approval