1. Create Expenses:


a.  Log in as Employee then click on Expense Reports --> Select Expenses


b.  On the Expenses screen, all the out of pocket expenses are created here and also, corporate card expenses will show up here.



c.  To create a new Expense click on the "Add New Expense" button.



d.  Fill up the relevant fields and attach the receipt.



e.  To attach a receipt, select the source where you have stored the receipt (Your Computer or Receipt Box). Then browse for the receipt and attach it. We recommend you to use Receipt Box to store receipts. For more details about the Receipt Box feature click here



f.  Once you save, the expense will be created and will appear on the Pending tab of the Expenses Screen.



2. Create an Expense Report:


g.  Go to the home screen and click on the Create Expense Reports button. Expense Report is a container for all your expenses that can be submitted to your manager for approval



h.  Create the Expense Report by filling up all the mandatory fields. The Start Date & End Date fields play an important role as the only expenses that fall within this date range will be allowed to be attached to the Expense Report. After entering all the required data, click on the "Save" button.



i.  Once you save the report, you will see two options to add expenses to the report 1) Add Existing Expense (To add the existing Expenses you created in Step 1 above) or 2) Add New Expense (To add a new expense). 



j.  After adding expense(s) to the report, you will be able to see the Validate button at the bottom of the report. On clicking the Validate To Submit button, it will show you validation errors, if any.




k.  If the report is valid, the Submit button will be visible. Once you click on the submit button, the report will be submitted to your manager for approval.



l.  All the submitted expense reports will show on the Completed tab. The status of the submitted report will be updated once the manager approves or rejects it.