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.

1. Tap "Expense" at the bottom of the screen.

 

2. Tap "Expenses" in the tabs at the top of the section screen.

The above action leads you to a screen with your list of expenses.

 3. Tap "Create New Expense Report" at the top of the screen to start the expense report creation process.

4. Select the expenses you wish to add to your report by tapping the radio button. 

Note: 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.

5. Tap "Add to Report" at the top right of the screen to generate your report.

6. You'll receive a success message, then be brought to the "Expense Reports" section to review your DRAFT expense report.

Note: 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" 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.

Once you finish updating your changes, you can submit your item for approval.