Creating Expense Reports

If you need to manually create an expense report within the mobile app, go to the "Expense" tab in the "Expense" section of the app.

At the top of the screen is the "Create New Expense Report" link and icon. Tap that to start the expense report creation process.

Next, tap the expenses you wish to add to your report. Only expenses in NEW status will be available to add to your report. If you have a DRAFT expense you'd like to add, you will need to submit that expense first.

Tap "Add to Report" at the top right of the screen to generate your report. You'll receive a success message, then brought to the "Expense Reports" section to review your DRAFT expense report.

If you selected expenses from different policies or that used different currencies, you will have multiple DRAFT reports to review and submit.

To review your expense report and submit for review, tap on the expense report you wish to view. This will bring you to the report detail screen.

To edit the expense report, tap the "Edit Expense" link at the top of the general info section. This will bring you to the expense report form where you will be able to edit header level details on your report. You can save as DRAFT or submit for review from this form.

If you'd like to submit the expense report right away, just tap the "Submit Expense for Review" text or icon.