Creating Expense Reports

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, 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

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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