How to Submit an Expense Report

A guide for submitting expense reports for approval via the Expense Reports folder.

Amy avatar
Written by Amy
Updated over a week ago

After you have uploaded your expenses and they have finished processing, you will need to compile an expense report to submit for approval. This guide will go through the steps required to submit an expense report.

How to create an expense report

  1. From your Inbox, click the Report drop-down menu on the right-hand of any expense.

  2. Select Add Report.

  3. On the next screen, you can enter the Report Name, select a Report Date, and leave any relevant Notes. Click Add once this is done.

  4. This report will now be available for you to add expenses to via the Report drop-down menu in the Inbox.

How to add a manual expense

In cases where you need to add an expense to a report without a receipt, you can add it manually:

  1. From the Inbox, click Add Items and select Manual Expense.

  2. Enter the expense details on the next screen.

  3. Click Save on that window to add the expense to your Inbox.

How to submit an expense report

  1. Go to the Reports tab and click View on your report.

  2. Once you have confirmed all necessary expenses have been added to the report, click Submit.

  3. The status of your report will change to Pending as you wait for your assigned Approver to approve it.

📎NOTE: Only Expense Reports with a positive total can be submitted. Negative totals cannot be submitted to an Approver.

Last edited:

Jul 28, 2023, 10:24 AM

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