Expense Report Details

Steps to View Your Expense Report Details

1. Open My Reports
   From the homepage, go to the My Reports module from the Expense navigation tab.
   
   

2. View Expense Reports List
   If you have previously created any Expense Reports, they will appear in the list.
   Otherwise, the list will be empty.
   Learn more about how to Create an Expense Report here. 
   The list will display all your unsubmitted Expense Reports.  

   

3. Understanding the Expense Reports List
   Each line item in the Expense Reports list shows:

   1. Report name 

   2. Number of expenses included 

   3. Total $ amount 

   4. Any call to action requiring your attention or editing

   5. Presence or absence of comments on the report  

4. View Expense Report Details
   Tap on a report from the list to open its details screen, where you can view all expenses associated with the selected report.

5. Expense Report Details Screen
   By default, the first tab lists all expense line items.
   
   At the top of the details screen, you will find four tabs to choose from for different views:
   
   

   1. Expenses line items for the selected report 

   2. Expenses grouped by Settlement Breakdown and Category Breakdown 

   3. Expenses category summary 

   4. Expenses category graph

6. Expense Line Items Information
   On the Expense Report Details screen, each expense line item displays: 

   1. The Category 

   2. Vendor names

   3. Total $ amount of the expense

   4. The date the expense occurred

   5. Expense status

   6. The presence or absence of comments
      

7. Expenses by Settlement Type and Category Breakdown
   

   The second tab on the Expense Report Details screen provides a detailed view of expense information, organized into several key sections:
   

   1. Report Information
      This section shows who created the report or, if authored on behalf of someone else, identifies the user for whom the report was created. It also includes the report’s tracking number.
      

   2. Settlement Breakdown
      Here, you will find the totals for each settlement type active within your company. The settlement types displayed include:

      1. Total 

      2. Cash Advance 

      3. Paid Directly by Company 

      4. Paid by Employee 

      5. Amount Due to Employee 
         
         

   3. Category Breakdown
      This section displays the total report amount broken down by expense categories, as applicable.
      
      

8. Expenses Summary 
   

   The Expense Report Summary tab will display the Expense breakdown by Categories. 

   

9. Expenses Dashboard
   

   The Expense Category Graph tab will display a graph with a breakdown of the Expense Categories. 

   

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