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Creating an Expense Report

Once you have added all of your expense lines and entered the required information for each, click the Check for Errors button. If any errors are detected, a red flag icon will be shown to the left of the applicable line.


Please note that you do not have to click the Check for Errors button; you could choose to just save the expense report instead. The system will check for errors as part of the save function.

Click on the flag icon to be directed to the field with the error.


Once you have clicked the red flag icon, the system will display the page below. The error(s) will be displayed in the red text at the top, and the applicable fields will be highlighted in red. Note that there is a hyperlink in the lower left for Accounting Details, if the errors listed involve that item.


In the example below, the Mileage line has two errors: the Miles are missing, and the Amount Spent wasn't calculated because of that. After any corrections are made, choose from the following actions:

  • Check Expense for Errors: click this button to run a new check. Any new errors will be highlighted.
  • Previous Expense/Next Expense: use these buttons to navigate to the same page for the other expense report lines.
  • Return to Expense Report: use this hyperlink to return to the main expense report page. From there you can make other changes, save the expense report, submit it, etc.