Quick Expense

New functionality will be available starting Friday, February 14, which will allow business travelers to email or mobile scan receipts into Workday. The functionality uses AI to read receipts and create a Quick Expense record. The Quick Expense will not automatically generate payment or reconcile PCard transactions. The Quick Expense must be linked to an Expense Report to finalize processing.

This functionality is best suited for business travelers but is not required. Alternately, expense receipts can be submitted through the Expense Report process in Workday from your desktop.

Key considerations:

• Administrative support (e.g., Expense Data Entry Specialists) cannot submit Quick Expenses on behalf of travelers but can link the Quick Expense through the Expense Report process.  
• Quick Expenses for PCard transactions may precede the transaction load into Workday. PCard transactions load into Workday up to 5 business days after purchase. Business process reviewers and approvers should monitor Expense Reports cautiously to ensure that PCard transactions are linked properly with a Quick Expense to avoid reimbursement in error.

For more information, please refer to the BuckeyeLearn course Quick Expense: Emailing and Mobile Scanning and the Quick Expense Process job aid for guidance.

Contact the Travel Office with any questions.