Expense Reports

An expense report is a compilation of expense claim items that you submit for approval. From the My Expenses screen, open the Reports tab to view, create, edit, delete and submit expense reports.

Creating an Expense Report

1. Tap the ADD REPORT button at the bottom of the screen. This opens the Add Report screen.

2. Complete the fields as follows:

Report Name	The name of the report
Date	The date on which you intend to submit the report.
Description	A description of the report (optional).

3. To begin adding claim items to the report, switch to the Claim Items tab at the top of the screen.

4. Tap the circle to the left of an item on the Unattached Items list to add it to the report. It will be moved to the Attached Items list. Do this for every item you wish to add to the report. To quickly attach every unattached item to the report, tap the Attach All button. To detach an item, tap the tick to the left of it.

5. Tap the tick in the top-right of the screen to save the report.

Modifying an Expense Report

1. Select the report from the Reports tab.

2. Tap the pencil icon in the top-right of the screen. The details of the expense report will now all be editable.

3. When you have finished making changes, click the tick icon in the top-right of the screen to save the report.

Deleting an Expense Report

1. On the Reports tab, slide the report to the left until the Delete button becomes visible.

2. Tap Delete to delete the report.

Submitting an Expense Report

1. On the Reports tab, slide the report to the right until the Submit button becomes visible.

2. Tap the Submit button to submit the report.