Electronic expense reports make it easier for both administrators and employees to keep client costs organized and accurate. This guide will show you how to navigate the expense report screen and record all costs.
Add an expense
To add an expense, select +New, this will create a new expense report envelope for you to input your expense information.
To add to or edit an existing expense card, select the expense card and then select insert row. Edit an existing expense by clicking on the row.
When you click out of the grid or if you click "insert row", the line will be automatically saved
By clicking on the square of arrows icon along the left side of the grid, you can expand each row to add additional details and upload attachments.
To delete the expense line, click the red trash can along the right side.
Submit an expense
Click on the Submit button to send your expense for approval
Until you submit the expense report for approval, it will remain in the "Unsubmitted" status. You can continue to add expenses to the report until you have submitted it for approval.
Print an expense report
Select the more button to edit details of your expenses, check the status, view your activity, print/email an expense report, change systems settings, and/or delete the expense report.
To print select ...More>Print. You can also select the Email icon to email the expense receipt.
Change system settings
Select ..more, then System Settings. To customize the expense receipt layout, choose the columns you wish to view on the receipt and press Done.
NOTE: Depending on your security rights, you may be unable to alter these settings.
Viewing existing expense reports
After an expense report is created, the ability to view the previous expense reports can be found in the magnifying glass under views.
Approving expense reports
Approval routing of the expense report is established in the employee record, where a single user can be set as the expense approver. Then when an expense report is submitted, it will appear in the notification bell of the designated approver.