Step 1 - Create an expense report

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.

See Also

• Step 2 - Add your expenses
• Step 3 - Submit your report