Overview
Once you have added all your expense claims to a report, you submit the report to your designated approver(s). This article explains two ways to submit.
Method 1: Submit from the Reports tab
- Go to Expense > Claims > Reports
- Find the report you want to submit (status should be Draft)
- Click the View (eye) icon to open the report
- Review all claims in the report
- Click Submit — a confirmation dialog appears
- Click Confirm to submit
Method 2: Submit while adding a claim (Save & Submit)
- When adding a new Single Claim or Bulk Claims, click 'Save & Submit' instead of Save
- This saves the claim and immediately submits the entire report it belongs to
After submission, the report status changes to 'Submitted' and it appears in your approver's Approvals > To Do list.
| ⚠️ Important You cannot edit or add claims to a report once it has been submitted. If changes are needed, ask your approver to reject the report — you will need to re-enter the claim details and re-submit. |