How do I add notes to draft expense claims?

Within Capture Expense, you can add a Note to a Draft Expense claim.

 

To add a note to a draft claim

1. Sign in to Capture Expense.
2. Navigate to the Draft tab.
   Go to Expenses> Draft
   
3. Select the relevant record. The side menu appears.
4. Click the Notes button. The Notes -[Category Name] pane appears.
   
5. Enter and format the text.
6. Click the Add button. The Note is added to the pane. 
   
   The Draft Expense claim displays a Note icon when there is a Note attached.
   
7. Continue to add Notes to the claim when necessary.