How to create an expense report

Creating and submitting your expense report

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Written by Mike Miller

Updated over a week ago

Expense reports allows employees to conveniently submit the charges for common expenses like meals, travel, conference etc.

Create a new expense report

1. To create a new expense report, select expenses from the left hand side menu

2. Click on "New Expense" to create a new expense report.

3. Add the header details on the expense report.

4. A expense report must have at-least one expense line item. Add a line item by clicking on "Add"

5. Enter expense line item details and click on "Save Expense". You would need all fields to save an expense.

Enter a brief description of expense, for example - "Airfare" and select the date of expense and appropriate category.

if Vendor/Merchant is not available in the dropdown, enter the name and hit enter key  to add a new vendor.

You can upload receipts from your computer or select receipts from gallery.

6. Once you are done adding the lines, enter any comments for approver and click on "Submit" to submit your expense report for approval.