How a user can use report to record his expenses; advances and trips for reimbursement.

How a user can use report to record his expenses; advances and trips for reimbursement.

For user, to create a report, go to “Reports”, in “My Travel & Expenses”, and click on “+ Add New”, present to the left corner top above the report table and then fill the following fields:

·       My Travel & Expenses --> Reports --> + Add New --> Fill the fields --> Submit

 

After report is created, go to “Action” tab and select “Edit”.

·       Reports --> Action --> Edit

 

Add “Unrecorded Expenses” from Expenses tab

·       + Unrecorded Expenses --> Select Expenses --> Add Expense

 

If required, add “Add Advances” from Advances tab

·       Select Advances --> Select Advances --> Add Advance

To create expenses from Report, select “+ New Expense” from Expenses tab, this action will redirect to Expenses page, once expense created, and then we can add it to report from unrecorded expenses.

After report is completed, “Submit for Approval”.

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