Creating an Expense Report after Generating Expense Items

In this article, you will learn how to create an expense report and submit it for approval.

NOTE: Expense reports are required after creating expense items.

1. Log in to Corpay Complete.

2. Select the Expenses menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

3. On the Expenses tab, select New from the Status column drop-down.

4. Select the checkboxes to the left of the expenses that should be included in the expense report.

5. Click the Bulk Action drop-down and then select Create Expense Report.

6. A confirmation message will display in the upper right corner of your screen and each expense item will include a link to the expense report in the Expense Report # column.

NOTE: New expense reports are automatically assigned a status of Draft.

7. Use one of the following methods to open the expense report:

• On the Expenses tab, select the expense report hyperlink in the Expense Report # column.

• Select the Expense Reports tab and then enter the expense report number in the Expense # filter field. Click the expense report hyperlink.

8. On the Expense Report Details page, review the expense report on the following tabs:

• Expense Report Info

• GL Impact

• Payment Methods

9. Click the Edit ER button if changes are required.

10. After reviewing the expense report and making updates, click the Submit ER button.

11. A confirmation message will display in the upper right corner of the screen and the expense report status will change to Pending.