Report Comments

A report comment is a note or message added to an Expense Report to provide additional information or clarification. These comments can serve as a record of the communication related to the report to ensure everyone involved stays informed.

How to View and Add Comments on an Expense Report

To view comments:

1. Select the Expense Report in your workspace.

2. Then, go to the Report Comments option from the View Tasks navigation menu. 
   
   

3. The Report Comments window will open, showing all relevant comments. 
   
   

4. You will see your comment history with the date and text of each comment. If you have not made any comments to the expense report yet, the Report Comments will be blank. 

To add a comment:

1. Enter your text in the comments input area at the bottom of the Report Comments screen.

2. Click Add to add the comment to the log.  

Alternative way to view and add comments:

1. In your workspace, locate the Expense Report and double-click it to open.

2. From the upper menu of that window, click the Comments button. 
   
   

3. You can view existing comments and add new ones here as well. Comments will be logged and sorted in descending order based on the date created. 

To view comments on individual expenses, select the Expense of your choice from the Expense Report, select Expense Comments from the View Tasks navigation menu, and follow the same instructions as above.

For mobile app instructions, please refer to this article.