Creating Expense Reports

Creating Report automatically from Expense Detail Entry

Expense Reports can be created automatically if the Auto Link To Report feature is enabled. 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 Auto Link To Report feature.

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

Text

Removing Items from Report

Text

Removing the whole Report

Text