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Creating Report automatically from Expense Detail Entry

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.

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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

Navigate to Expenses > My Expense Reports to view a list of individual Expense Reports

Adding Items to Report

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Removing Items from Report

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Removing the whole Report

1. On the main menu, choose: Expense → Expense Detail Entry
   
2. Make sure the Auto Link To Report feature is enabled

1. 
   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 main menu, 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 main menu, 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

1. Link all expenses to the Expense Report
2. On the main menu, 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

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Changing Name of Existing Expense Report

1. On the main menu, 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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Adding Expenses to Existing Expense Reports

1. Choose an expense report you want to add a new expense item to
2. Complete the process of adding new items as described in Expenses

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Removing Expenses from Expense Reports

1. On the main menu, 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 Line' option from the context menu

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Duplicating Expense Reports

MyPay offers the capability to duplicate any expense report.

1. On the main menu, choose: Expense → My Expense Reports
2. Click the expense report you want to copy
3. Click the 'See Report' button
4. Click the '...' button in the top-right corner
5. Click the 'Duplicate' option from the context menu
6. Update the report name

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