Creating an Expense Report

Click Create New Expense Report. This opens the Report Details screen.
If you have been configured to act on behalf of another claimant, the Claimant field will be visible above the Report Name field. Your own name will always be selected by default, but you can select another claimant from the drop-down list to create a report in their name if necessary.
Enter the Report Name and a Description.
If you have not yet filled out all the expense claim items you wish to include in the report, click , or right-click an empty line on the report and click Add New. This opens the Manage Expense Claim Item screen (see Creating an Expense Item). When you save this expense claim item, it will be added to the expense report.
If you have already saved one or more expense claim items which you wish to include in the report, tick the Show Unreported Items box. This shows you all the expense claim items you have saved that have not yet been added to a report. If you wish, click the collapse buttonin the top-right of the screen to collapse the header, allowing you to see more items at once.

Click the circles in the Include Item column next to the items you wish to include in the report. The circles will be filled in with green to indicate that they have been attached to the report. If you wish to include all or most unreported items in the report, click . You can then still de-select individual items on the list. If a claim item is in breach of a company policy, you may not be able to add it to an expense report.

If you still wish to make future changes to this report before submitting, click to save the expense report in Draft status. Otherwise, click to submit the expense report for approval.