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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:

  1. Go to the Expenses tab and select “My Transactions.”

  2. Choose the transactions to include in your report.

  3. Click the “Create Expense Report” button in the top right corner.

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  1. If you want to add more expenses to an existing report, click “Add to Existing Report” and choose the report from the dropdown.

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  1. 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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  1. 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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  1. If you wish, you may click on the Add a new Expense dropdown to add more transactions to your report.

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  1. If you’d like to remove one or multiple transactions, simply select the transactions you’d like to remove and hit the Remove button.

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  1. After reviewing or editing your report, you may:

    1. Close

    2. Cancel expense report

    3. Edit, to link it to a Travel Request

    4. Cross-charge (see below more details)

    5. Print

    6. Submit

    7. 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 “Department B” and 70% to “Main.” Once all costs are allocated, click the Confirm button to save your changes and proceed.

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Once you’re 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:


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