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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.

Expense Reports can be created in three ways:

• automatically

• using the Auto Link To Report feature

• 
  
  
• manually prior to creating a new expense
  
  
• manually from unlinked expense
  
  

Creating Expense Reports automatically

In this case,  the feature automatically links the newly created expense items to the existing expense report. For more details about the feature, you can go to 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

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Creating Report manually from Expense Detail Entry

Expense Reports can be created from the Expense Detail Entry screen. Once the Expense Report is created, multiple Expense Entry Details can be linked to a single Expense Report. 

1. In the top right-hand corner select New Report from the drop-down list.
2. Name the new Expense Report
3. Select the Report Name form the list to link additional Expense Entry Details to the report. 

As multiple Expense Entry Details are linked to the Expense Report, the Report values are updated

Creating Reports manually from unlinked Expenses

Alternatively, you may choose to complete the Expense Entry Detail steps initially, then create reports from the List as a secondary step. 

To create Expense Reports from the list navigate to Expense > My Expenses

1. Select the Expense Detail Entries you wish to include in the new Expense Report 
2. Click Create Expense Report 
3. Review the Details 
4. Save 
5. Submit Report

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

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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

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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

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Submitting Expense Reports

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

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Removing the whole Report

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