How to create an Expense Report?
- Navigate to “Time and Expense” and select Expense Reports.
- Click “Start a New Expense Report” to create a new report.
- Enter the expense report name and description, then click “Save and Continue”.
- Add the “Expense Items” to the expense report and select whether each item is “Billable” or “Reimbursable” as applicable.
Note: In special cases, such as refunds, you can enter the refunded amount as a negative value in the expense item.
- After adding all expense items, review the report and click the “Submit Expense Report”.
- Once the report has been submitted, it will follow the configured “Approval Flow”. After the report is fully approved, you can “Mark as Paid”.
Learn more about Expense Approval Email Notifications.
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