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.
Automatic Creation of Expense Reports
In this case, an expense report is created automatically prior to creating an expense item.
- On the left menu bar, choose: Expense → Expense Detail Entry
- Make sure the Auto Link To Report feature is enabled
To learn more, go to Auto Link To Report feature - Upload and Attach a receipt (if required)
- Double-check auto-populated fields
- Fill in the rest of the required fields
All mandatory fields are marked with a red asterisk * - Click the 'Save' or 'Save and New' button to continue entering a new expense item
Each additional created expense is automatically attached to the latest expense report created.
Creating Expense Reports manually prior to Creating New Expenses
- On the left menu bar, choose: Expense → Expense Detail Entry
- Click the 'New Report' button
- Upload and Attach a receipt (if required)
- Double-check auto-populated fields (if required)
- Fill in the rest of the required fields
All mandatory fields are marked with a red asterisk * - Click the 'Save' or 'Save and New' button to continue entering a new expense item
Creating Expense Reports manually from Unlinked Expenses
- On the left menu bar, choose: Expense → Expense Detail Entry
- 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 - On the left menu bar, choose: Expense → My Expenses
- Tick expenses you want to link to the Expense Report
- Click the 'Create Expense Report' button
Submitting Expense Reports
- Link all expenses to the Expense Report
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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