Expenses and Reports - Overview

Certain tasks that you complete affect the entire report, such as create, delete, and submit.

Other tasks affect an individual expense, such as itemizations and allocations.

The basic process

The basic steps to complete an expense report are:

• Create the report and provide the report-level information (such as the expense report name, purpose of the report, and so on.
• Add the associated out-of-pocket expenses, attach the imported credit card transactions to the expense report, provide expense detail (such as attendees and itemizations), and attach receipt images.
• Print the expense report, if desired.
• Submit the report for review and approval.