Once an expense upload and extraction is complete, the submitter can assign it to a report.
The Reports tab allows you to manage different sets of report and send them to the Approver.
You can find the Reports tab within the Expense Reports folder.
This tab is accessible by the users with the Submitter permission.
Actions
After you select one or multiple reports, the Actions button appears.
The actions button allows you to process the following for several reports at once:
Submit - to submit the expense report to the Approver
Reopen
Delete
View
From the Reports tab list, you can click View to open the details of each report.
From a Report's detailed view, you can:
Download the expense report
View - to view each individual expense within the report
Search an expense from the list
Return to list - to go back to the Reports list
Add new report
The Add New Report button allows you to create reports.
From the Add Expense Report window, you can add a Report Name, assign a Date, and add Notes.
📎NOTE: You can also add new reports from the Report column or the Actions drop down in the Expenses tab.