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Creating an Expense Report

Checking for errors when creating an Expense Report

When your expense report is complete and free of errors, you need to save it and then attach your receipts.

 

Click the "Save for Later" button. If any errors exist, a red flag icon will be displayed to the left of the applicable line(s). Clear any errors found.

 

If no errors exist, however, the system will issue a Report ID and save the expense report.

 

Save for Later can also be used throughout the process of adding an Expense Report to save your work in process. This is a good idea to prevent losing work in case of a power outage, or if you step away and your computer "times out".

 

Up until the expense report is submitted for approvals, you can save it and go back later to complete it or make other changes.

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