Page Comparison

Overview

To submit expenses for approval in MyPay, they must be linked to an expense report. It is not possible to submit individual expense items for approval; only expense reports can be submitted.

Creating Expense

Reports Automatically

In this case, an expense report is created automatically prior to creating an expense item.

1. On the left menu bar, choose: Expense → Expense Detail Entry
   
2. Make sure the Auto Link To Report feature is enabled
   To learn more, go to Auto Link To Report feature
   
3. Upload and Attach a receipt (if required)
4. Double-check auto-populated fields
5. Fill in the rest of the required fields
   All mandatory fields are marked with a red asterisk *
6. Click the 'Save' or 'Save and New' button to continue entering a new expense item
   
   

Creating Expense Reports manually prior to Creating New Expenses

1. On the left menu bar, choose: Expense → Expense Detail Entry
   
2. Click the 'New Report' button
   
3. Upload and Attach a receipt (if required)
4. Double-check auto-populated fields (if required)
5. Fill in the rest of the required fields
   All mandatory fields are marked with a red asterisk *
6. Click the 'Save' or 'Save and New' button to continue entering a new expense item

Creating Expense Reports manually from Unlinked Expenses

1. On the left menu bar, choose: Expense → Expense Detail Entry
   
2. Create one or more unlinked Expenses
   This is only possible with disabled Auto Link to Report feature to learn more, go to Auto Link To Report feature
   
3. On the left menu bar, choose: Expense → My Expenses
   
4. Tick expenses you want to link to the Expense Report
   
5. Click the 'Create Expense Report' button

Submitting Expense Reports

1. Link all expenses to the Expense Report
2. On the left menu bar, choose: Expense → My ExpenseReport
3. Click the report you want to submit for approval
4. Click the 'See Report' button
5. Click the 'Submit' button

Modifying Report Name

- report can be modified only if it has at least one expense linked to it

Adding Items to Report

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Removing Items from Report

Changing ExpeReport Name

1. On the left menu bar, choose: Expense → My Expense Reports
2. Click the expense report you want to rename
3. Click the 'See Report' button
4. Click the 'Pen' icon next to the report name
5. Enter a new report name
6. Hit 'Return' key on the keyboard

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Removing Expenses from Expense Reports

1. On the left menu bar, choose: Expense → My Expense Reports
2. Click the expense report you want to rename
3. Click the 'See Report' button
4. Click the '...' button next to the item you want to remove
5. Click the 'Delete Lite' option from context menu

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Removing the whole Report

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