The Expense Reports folder can include a total of seven subfolders or tabs:

The folder visibility and access will depend on the permission however.

The submitter permission will give access to the Expenses tab, Reports tab, Activity tab, Archived tab and Rejected tab.

The approver will only see the Review tab.

After a submitter uploads an expense, it will move to the Expenses tab within the Expense Reports folder if the system doesn't reject it.

From this page, the submitter can view the expense, edit its details, and assign it to a report.

He can also move, archive or reject the expense from here.

From the Expenses tab, the submitter can also click Add Items to add manual expenses, and add mileage expenses.

The Reports tab allows the submitter to create a report, send it to an approver, and follow the validation progress. If needed, the submitter can reopen and edit the Report again.

After a submitter assigns and submits a report, it will appear in the Review tab, under the assigned Approver's account and ready for review.

From there, the approver can review the details, reassign and download the report. He can then decide either to approve or reject the report.

The approver who also has Edit before approval permission can edit the expenses categories and edit the actual expense document.

The Activity tab shows all the files the submitter has uploaded in that folder and their status.

The Archived folder will store all previously processed/approved individual expenses.

If the system can't process a file you uploaded to the Expense folder, it will reject it and move it to the Rejected folder. It will show the rejection reason.

You can move the file manually to the Expenses tab and add any missing details before continuing the reporting process.

This tab is for adding users and editing their access permissions. Only users with the People permission can access this page. They can also add permissions from the main account People section.