Creating an Expense Report from Scratch

If you want to create a brand new expense report from scratch (that is, not linked to a trip, credit card statement or mission order), here’s what you need to do.

Image of Home tab with highlighted option to create new expense report

In Expense, on the Home tab or the Create an Expense Report tab, click New Expense Report.
In the Create an Expense Report window:
1. In the Expense Report name field, type a unique name for this report.
2. Complete any custom fields that your organisation has added as requirements (for example, Cost Centre, Project Code etc.).
3. (Optional) Add a Comment of up to 500 characters to explain the reason for the expense claim.
Click Create.

The new, empty report is displayed:

Image of Expense Reports tab depicting newly created expense report

To add expense items to the report, click Add an expense. See Completing an Expense Report.

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