How to create an expense report
After creating expenses, the next logical step most users will need to take will be to put these into a report and submit that expense report for approval. Check out the article to see a step by step guide on how this is typically meant to happen.
To create an expense report, you must first select the expenses youâd like to include in the report:
To do this, go to the Expenses tab, and select the My Transactions menu option.
Select the transactions youâd like to include in your report, and then click on the âCreate Expense reportâ button in the top right corner.
If you had already created a report and were considering adding some more expenses to it, you could also click on âAdd to Existing Reportâ and select the report from the dropdown.
A popup will appear, asking you to name your new report, and eventually to link it to an existing Travel Request. Hit the Save button.
Your report is created, ready for review. Youâll see first a summary of the report, followed by a list of all the included transactions.
If you wish, you may click on the Add a new Expense dropdown to add more transactions to your report.
If youâd like to remove one or multiple transactions, simply select the transactions youâd like to remove and hit the Remove button.
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
The Cross charge option will open a popup, in which you can allocate and spread the costs of your expense report across multiple cost-centers and/or projects.
To allocate a part of the cost to a specific cost center, simply select the cost center from the drop-down, define the percentage of the reportâs total amount that needs to be allocated to that CC, and hit the + button.
In the example hereby, weâve allocated 30% of the costs to âDepartment Bâ cost center and the remaining 70% to âMainâ cost center.
Once 100% of the costs have been allocated, hit the Confirm button to save your changes and move forward !
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.
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: