Create a New Expense Report

To create a report:

1. Either:

   • On the home page, on the Quick Task Bar, click the New task and then Start a Report. - or -

   • On the menu, click Expense > Manage Expenses (on the sub-menu). Click the Create New Report tile.

2. Complete all required fields (those with red bars) and the optional fields as directed by your company. (The fields that appear on this page are defined by your company.) Some products may go directly to the expense report page.

3. Click Next. The expense report page appears.

4. At this point, you will likely either:

   • Add an out-of-pocket expense to your expense report

   • Add company card transactions to your expense report