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Expense Submission Form 1.5 Updates Effective 03/07/25

We've made some updates to our expense upload form to make it more efficient and improve the upload process.  Here's what's new:

Expense Type Selection

You can now select your expense type from visual tiles instead of a drop drop-down list, making it easier to find the right category at a glance. list. Once an expense type is selected, you will be able to fill out the rest of the form.

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Payee Selection

Instead of answering "Yes" or "No" to whether you're the payee, youYou can now directly select the payee from a drop drop-down list.  If the payee isn't listed, simply select "Other" and type the name.

The payee's electronic payment (ePay) status will be indicated below their name.

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In the screenshot above, our demo user's ePay status is pending, but in the one below, the payee is not enrolled in ePay at all.

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ePay status will not impact your ability to submit an expense.  The status is included for your information.

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Increased Upload Limits

You will also notice that theThe form now supports larger file uploads. It may take a little more time to process, but this allows for smoother submissions.

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Updated 03/06/25.