Employees with permissions can access Expense Reports via My Expense Expense Reports on desktop, viewing recent expenses or creating new reports. On mobile, the Expense tile offers similar functionality. To submit a report, users add a new report, enter expense details, upload receipts, save, and submit for approval, notifying their manager.
Desktop Experience
Employees assigned to an Expense Tracking policy and with the permissions to view/edit expense reports have a My Expense > Expense Reports menu option under My Info in the main menu.
Previous (most recent) expenses are displayed in a list of individual expense boxes that display Expense Report Name, Status, Amount, and Date Submitted.
To view additional expense report items, choose View All to view a report with columns to display such items as Reimbursable Amount, Total Amount, and Status.
At the top of the report, use the Add New button to create a new expense report.
Mobile App Experience
An Expense tile is available for mobile users. Selecting this takes you to the My Expenses page to view or edit previous expenses or to add a new one to the report. The same options for entering the expense information and attaching a receipt exist as the desktop experience listed below.
Submitting an Expense Report
To create an expense report, users are to follow the steps below.
1. Choose Add New.
2. Within the New Expense Report window that opens, the new report receives a default report name that may be changed.
3. Choose Save. The Expense Report page displays for adding the expense.
4. Scroll down and click Add New within Expenses.
5. Select an Expense Type. The window expands for additional information.
6. Enter the required fields and values.
Upload or take a picture of the receipt of the transaction.
Choose Save to add this to the Expense Report.
Choose Submit to send this report for approval.After completing an expense entry, employees Submits the expense. On Submit, the acknowledgment displays the overall total and the reimbursable total for review. Click Yes to submit for approval and payroll processing.
Your Manager will receive a notification you have submitted an Expense Report that requires their approval.