Creating Nicknames for iExpense and Finance eForms

Go to iExpense:

Note: You must be a Dartmouth employee to access iExpense. Web Authentication is required.

Click on Settings (or Gear) at the top of the screen and select Preferences 

Within Expense Preferences, select My Allocations

• Nicknames can be created for both PTAEO (Grants) and GL Accounts
• Click "Add Another Row"
• Enter an Allocation Name that makes sense to you
• Enter each segment of the PTAEO and GL Account
  □ Note "Project Expenditure Organization" is the Organization Name, not Organization number
• Click "Apply"