Expenses and Financials

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Expenses and Financials

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Accessing Expenses and Financial details in Alcon Exchange Portal (ALEX) 1. Log in to the Alcon Exchange Portal. Click the “Invoice / Expense Details” tab.

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2. Once in the Invoice / Expense Details page, click the “Ready for Invoicing” tab. 3. Select the consulting engagement and click the “New” icon to submit the expenses.

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4. Select the appropriate “Certify” option to confirm that you have participated in the selected consulting engagement.

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5. Specify the Payment Method. By default, the payment method is “Electronic Fund Transfer (EFT)”. 6. Select the “Banking Details” you entered in your profile.

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7. You can observe that the selected activity is “Ready for Invoicing”. 8. Click the “Add Expenses” icon to add expenses.

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9. Click “Add New Expense” and then enter the required information such as Expense Type, Date, and Amount. Then, click Save to save the expenses.

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10. Click the “Upload” button to add the scanned receipts. As per the Alcon policy, receipts must be provided for all expenses above $10. For expenses, below $10, please enter a description of the expense in the “note” section.

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11. Review the total amount of expenses that you will be reimbursed and then check the “Acknowledgement” checkbox. 12. Click the “Submit” button to submit your expenses for approval.

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13. You can observe that the expense has been moved to “Submitted/Paid” tab. 14. Click the “Details” icon to view the expense details.

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15. You can then see your invoice details. Click the “Export as PDF” button to export the engagement information to PDF.

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16. Click the “Financials” tab to review your financial details.

17. The “Financial Summary” table provides the financial summary for the period selected.

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18. Click the “Details” icon to view the expense or invoice details.

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19. You can now view the payment details such as the total amount, expense date, payment details, payment date, and payment method.

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20. Click the “Program Details” icon to view the program details.

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21. The page is navigated to the programs tab. You can then view the activity information. 21