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 

Select Preferences from within your Settings Gear

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"

iExpense NickNames

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