The Reports tab in the Expenses Reports folder is accessible to users with the Submitter permission.
Once a user uploads an expense and the extraction is complete, the submitter can assign it to a report and send it to an approver.
📎NOTE: Users with the submitter permission will only see expenses that they’ve uploaded onto their profile and won't see other submitters' files.
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 - to reopen an expense report if the status is Submitted or Rejected
Delete
View
Click View to access the details of a Report and the expenses associated.
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
Click Add New Report to create a new report. You can then assign a Report Name, a Date, and add Notes.
📌TIP: You can also add new reports from the Expenses tab.