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Submit Report

Submitting Expense Reports in ExpensePoint is quick and easy. Unsubmitted expense reports are marked with a triangle icon next to the user name.

 

Check for Conflicts Before Submitting

Before submitting an Expense Report, ensure that there are no conflicts. Conflicts are indicated by a triangle icon on the expense line within the Expense Reports section. Expense reports with conflicts require your attention and additional input.

Expense Reports with conflicts indicated by the yellow triangle icon


Conflicting expenses in the Expenses section will also show the triangle icon, and the status column will display Edit Required to indicate missing or incomplete details.

Expenses with conflicts indicated by the yellow triangle icon and the edit required status

 

To edit an expense, double-click the expense row and make the necessary changes. Look for red exclamation marks in a little circle above the fields that require changes. 

Expense details with the fields that require changes marked with the red exclamation mark in a circle icon

 

Notes on the Receipt Checkbox:

  • If the “receipt included” checkbox is selected, the system cannot verify if this is true or not, and it is up to the approver to confirm.

  • If unchecked, the user must provide a reason for not including a receipt.

  • Approvers can quickly check if a receipt is attached or not in the far-right receipt column in the expenses table.

 

Saving Edits

After entering the required details or making changes, click Save. The triangle icon will disappear from the expense row, and the status column will update to a new submission status.

Expense with the yellow triangle icon no longer appearing and the status updated to Unsubmitted

 

Viewing Edit History

Every time you save a new update, it is logged in the History tab in the Expense window. 

History tab located in the upper bar of in the Expense window

Click the History button in the upper menu of the window to view all modifications, listed in descending order based on the modification date. 

History tab opened displaying all modifications

To close the History tab, click anywhere outside of the history screen but still inside the Expense window. 

 

Important Notes:

  • The triangle icon in the Expense Reports section indicates an unsubmitted report and does not necessarily indicate conflicts.

  • Expense Reports that require your attention cannot be submitted until the conflicts are resolved.

Error message reading "This report can not yet be submitted. Please edit the expenses that require it."

 

Submitting the Expense Report

When you are ready, click Submit Report from the Entry Tasks navigation menu. A confirmation window will appear.

Confirmation window with the message "Are you sure you want to mark this report as finished? All expenses, including out of policy expenses, will be submitted."

 

Click Yes to confirm your submission, or No to cancel. 

After submission, the triangle icon will disappear, and the expense report will be moved to My Recent Work. After more than a day, it can also be found under All My Work.  

Expense Report with no triangle icon

The expense line items' statuses will be updated to “With X Approver User” and the triangle icons will disappear.  

Expense line items status now displaying "With Your Approver"

Once the report has been submitted, the expense menu on the left side will update. The Reassign Expense option will appear, and some of the previously available options will be removed.  

Entry Tasks menu with Reassign Expense option appearing

 

All submitted reports go through your approver. If there are multiple approvers, then the report will move through the workflow as set by your administrator.

 

For mobile app instructions, please refer to this article.