How to create an expense report
After creating expenses, the next step is to compile them into a report and submit it for approval. For a step-by-step guide on this process, refer to the article linked below.
To create an expense report, follow these steps:
Go to the Expenses tab and select âMy Transactions.â
Choose the transactions to include in your report.
Click the âCreate Expense Reportâ button in the top right corner.
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If you want to add more expenses to an existing report, click âAdd to Existing Reportâ and choose the report from the dropdown.
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A popup will appear asking you to name your new report and optionally link it to an existing Travel Request. Click the Save button to finalize.
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Your report is now created and ready for review. You'll first see a summary, followed by a list of all included transactions.
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If you wish, you may click on the Add a new Expense dropdown to add more transactions to your report.
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If youâd like to remove one or multiple transactions, simply select the transactions youâd like to remove and hit the Remove button.
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After reviewing or editing your report, you may:
Close
Cancel expense report
Edit, to link it to a Travel Request
Cross-charge (see below more details)
Print
Submit
Save it as a draft
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The Cross charge option opens a popup where you can distribute the costs of your expense report across multiple cost centers and/or projects. To allocate costs, select a cost center from the drop-down, specify the percentage of the total amount for that center, and click the + button.
For example, allocate 30% to âDepartment Bâ and 70% to âMain.â Once all costs are allocated, click the Confirm button to save your changes and proceed.
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Once youâre done with all changes, hit the Submit button, confirm, and your new report will be submitted for approval, and added to your Reports list.
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If you would like to discover how to perform several of the tasks related to an expense transaction, including how an expense report can be approved, kindly check the articles below: