How to Create and Manage Expense Reports via Web

Overview

An Expense Report groups one or more expense claims together for submission, approval, and reimbursement. You can filter, view, edit, and download your reports from the Reports tab.

Creating a New Report

1. Go to Expense > Claims > Reports
2. Click + Add Report
3. Enter a Report Name
4. Enter the Period (From and To dates for the reporting period)
5. Optionally enter a Business Purpose (if enabled by your admin)
6. Click Save — the report is created and you can now add expense claims to it

Viewing and Filtering Reports

Use the Filter By dropdown to filter reports by status (All Reports, Draft, Submitted, Approved, Rejected, Reimbursed). Use the Search field to find a report by name or number.

Report Actions