From the Expense screen, the user can attach the expenses to the new expense report or to the existing expense report by using the Attach To Expense Report button.
1. Attach To New Expense Report:
For attaching the expense(s) to the new expense report, select the expense(s) and click on Attach To Expense Report --> select Attach To New Expense Report as shown below.
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.
Once you click on the Save, you will get a message as Expense created successfully! Would you like to view the expense that was created? On YES it will take you to the Expense Report Screen.
2. Attach To Existing Expense Report:
For attaching the expense(s) report to the existing report, select the expense(s) and click on Attach To Expense Report --> select Attach To Existing Expense Report as shown below.
On Attach Expenses To Expense Report popup screen, select the expense report from the pending expense report bucket and click on the Attach Expense(s) button as shown below.
All the selected expense will get added/attached to the existing expense report. Click on the Save button to save the changes.
Once you click on the Save, you will get a message as Expense created successfully! Would you like to view the expense that was created? On YES it will take you to the Expense Report Screen.