Navigating MyExpenses

These instructions provide you with basic navigation information.

Resources

• View the demonstration video. (6:04) (To view the video, you may need to disable your popup blocker.)

• View the detailed PDF guide below.

• View the PCPS MyExpenses webpage.

• Email pcps@mail.wvu.edu for assistance.

Open

Instructions

1. Access MyExpenses.

2. To create a new expense report, click New in the upper left corner.

   1. The blank worksheet opens. Complete all white fields.

   2. Click Save in the upper right corner.

   3. Click the category of expenses, such as Air Travel.

   4. Complete the details for the expense. The required details will vary, depending on the category of expense.

   5. Enter the account paying for the purchase. If you do not know the account number, enter 00001 Default Allocation.

   6. Upload receipts.

   7. Click Submit to certify the expenses are for legitimate business purchases.

   8. Enter any required responses.

   9. Click Submit again.

3. The Information section contains announcements from PCPS.

4. Your draft, returned and recently submitted expense reports will be listed on the home page.

5. Expense reports submitted to you by your employees will be listed on the home page.

6. Access reports by clicking the hamburger icon in the upper left corner and then choosing Inquiry.

7. Delegate another employee to create expense reports on your behalf by clicking the menu by your name in the upper right corner; choose Settings, then Personal Settings, then click Add New Delegates.