When you start the Expense tool, you see a list of options for creating an expense report. Depending on your company’s settings, you see some or all of these options:
The options are:
- New Expense Report: creates a new, empty expense report from scratch.
- Traveldoo Trip: if you've already booked a trip in the Travel tool, you can create an expense report for that trip, whether you've completed the trip or not.
- Credit Card: if you've imported expense transactions from a credit card statement, you can use this option to create the report and then add those expenses to it.
- Mission Order: if your company uses mission orders for invoicing, you can create an expense report from one of these.