Here you can see all the expense reports you've created:
Expense Report Status
The reports are filtered according to their status. Use the buttons near the top left of the screen to choose a status to display:
|Pending completion||Report has been created but not yet submitted for approval|
|Submitted||Report has been submitted but is not yet approved|
|Reimbursed||Report has been approved for reimbursement|
Thus you can see at a glance the status and amounts of each report.
Click on an individual report to view its details. You can also modify a report that has not yet been approved.
When you open an expense report, you see a number of controls at the top of the screen.
If the report has been created from a trip, you see a trip link icon at the top of the screen:
Click the icon to display the trip in the Travel tool.
If the report is still pending completion, an edit icon is displayed at the top of the screen:
The other controls are displayed regardless of the report status - see Expense Report Controls.
- Home Tab
- Expense Report Controls
- Create an Expense Report Tab
- Approvals Tab (managers)
- Cash Advances Approvals Tab (managers)
- Expenses Wallet Tab
- Reimbursements Tab (accountants)
- Payments Tab (accountants)
- My Receipts Tab
- Cash Advances Tab
- Transactions Management Tab (accountants)
- Export Management Tab (accountants)
- My Profile Tab