> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.configbot.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# ConfigBot WD - How to add or Update Expense Item in Finance Expense

Finance Expense - Expense Item

The following article will help to explain how you can add or update a “Expense Item” in Workday through Configbot. 

1. Enter your Username and Password and click on the submit button to login. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_n5oote.png)
2. Navigate towards the "Home screen" and click on the "Finance Panel" and then Click on Finance Expense Module.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1qtfzm9.png)
3. Select the workspace that best suits your preferences or requirement. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1fl6wf1.png)
4. Navigate to the generated workbook (in my case, Iteration #2) and open the workbook. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_14amk5m.png)
5. Navigate to the worksheet tab labeled as “Expense Item”.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1y0agqa.png)
6. Provide the "Item Name" for Expense Item, "add Item Description", "Spend Category", Expense Policy Group, then in the next section add Attributes, Select Yes or No for "Expense Report: Display to User", "Expense Report: Required" and in the remaining sections add the relevant data accurately, then set the Processing Status to 'Pending'."

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1qvdtuf.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1hc9vfa.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_i83hgh.png)
7. Close the Workbook, navigate back to your workspace, click on the hamburger menu and select start configuration option.  

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_j1d79l.png)
8. The Start Configuration pop-up window will appear. Enter your Workday password and provide any relevant execution notes. Then, select the checkbox for the “Expense Item”. Finally, click the "Confirm and Start" button.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_mjckf8.png)
9. You can track the progress of iteration by clicking on Information Icon (i).

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_6x20xf.png)
10. Once the status shows "Complete," then return to the workbook to confirm that the data was successfully added. The following rows and their fields will be highlighted in green, indicating successful execution. Additionally, the Processing Status will be changed to Processed.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_11lfnif.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1trlsj5.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_17pr6go.png)
11. To confirm the changes made, navigate to the "Expense Item" window by searching for it by name using the search bar on the Workday Home page.   

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_za2qxr.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_19eds28.png)
This confirms a successful execution where a new Expense Item was added to the Finance Expense Module using ConfigBot, ensuring accurate data transfer and configuration within Workday. 
  
Thank you!