Prerequisites
Ensure you have permission to view and edit expenses.
Ensure you have permission to view and edit requests/purchase orders.
You have a draft request/PO.
Step-by-Step Instructions
Step 1: Create a New Expense Report
Select "Expenses" from the left-hand side menu.
Click on "New Expense" to start creating a new expense report.
Step 2: Add Expense Report Details
Fill out the necessary details in the "Create Expense Report" section.
Step 3: Add Expense Line Items
Every expense report must have at least one expense line item. Click on "Add Expense" to add a line item.
Enter the required details for the expense line item and click "Add Expense." All fields must be completed to save an expense.
Step 4: Submit the Expense Report
Once you've added all the necessary line items, add any comments for the approver.
Click "Submit" to send your expense report for approval.
FAQs
What happens if I delete the wrong line item?
You will need to re-enter the line item manually. Double-check the line items before deletion to avoid mistakes.
Can I edit an expense report after submitting it?
No, once an expense report is submitted, you cannot make changes. If you need to make adjustments, you'll have to contact the approver to reject the report, allowing you to edit and resubmit.