Submit an Expense Report

Submitting Expense Reports records your business-related expenses for review and approval within your organization. This process includes recording expenses, attaching receipts, categorizing expenses, and ensuring compliance with company policies. Once the report is submitted and approved, the expenses are reimbursed to the employee. 

Steps to Submit an Expense Report

1. Go to My Reports
   Navigate to the My Reports module from the Expense navigation tab.
   
   

2. Select the Report to Copy
   Tap the hamburger menu in the upper right corner and choose the Select option. This will allow you to choose which Expense Report(s) you want to submit.
   
   

3. Submit the Report
   After selecting the report(s), tap the Submit Report option.
   
                   
   Note: If an Expense Report contains no expenses, the Submit Report option will not be available.

4. Confirm Submission
   A confirmation message will appear reminding you that all expenses, including any out-of-policy items, will be submitted.
   
   
   Tap Submit to confirm, or No to cancel.

5. Approval Process
   Once submitted, the Expense Report moves to the approver’s queue for review and approval.

For web browser or desktop application instructions, please refer to this article.