Expense Reports

Create an Expense Report

• Navigate below to the My expense submissions table.

• Select the expenses you would like to include in the report by checking the boxes next to each expense.
• When done, press the Add to report button on the top of the table. This will open a new tab.

• Create a new expense report, and add a name and description.
• Submit the expense report.

Expense Report Statuses

• Press the ≡ button on the top right to open the navigation menu.
• From there, press the Expense Reports button to view the Expense Reports table.
• You can view the status of all expense reports previously submitted with this table.

• Below is a table describing what each different status means:

Submit an Expense Report

• Press the ≡ button on the top right to open the navigation menu.
• From there, press the Expense Reports button to view the Expense Reports table.
• Next, click the ≡ Details button on the draft expense report you would like to submit.

• This will open up a new table displaying the details of the expense report.
• Simply press the Submit button on the top right corner of the table to submit the expense report.

Approve an Expense Report

• Press the ≡ button on the top right to open the navigation menu.
• From there, press the Expense Reports button to view the Expense Reports table.
• Next, click the ≡ Details button on the submitted expense report you would like to approve.

• This will open up a new table displaying the details of the expense report.
• Before you can approve the report, you must verify each expense within the report.
• To do this, you can select each expense by checking the box next to it, and then press the Verify button on the top of the table.
• You can also use the Verify All button to verify all the expenses in the report.
• Once all the expenses are verified, you can simply press the Approve button to approve the expense report.