Create a New Expense Report

Use the Expense Report form to create a new expense report.

To create a new expense report and enter expense data, complete the following steps:

1. In the Expense module, click Record Expenses > Expense Report on the main menu.
2. On the Expense Report Welcome page, click Create .

   You can also create an expense report by copying an existing one. Learn more about copying an expense report.

3. After you click Create , three tabs display on the Create New Expense Report screen: Purpose, Location(s), and Default Charge(s).
   1. Complete fields and options on the Purpose tab and click Continue.
   2. Complete fields and options on the Location(s) tab and click Continue.
   3. Complete fields and options on the Default Charge(s) tab and click Create.

      For more information about fields and options on these tabs, see Enter Background Data.

      After you click Create on the Default Charge(s) tab, the screen refreshes and the following additional sections display in the Expense Report form:

   Option	Description
   Header Area	This area displays information you just completed on the Purpose tab and other information that is automatically generated. Learn more about fields in the Header section.
   Background	The Background section contains the three tabs you just completed: Purpose, Location(s), and Default Charge(s). To edit the information you entered on any of these tabs, click Background. Learn more about fields and options in the Background section.
   Claimed Expenses	Select the Claimed Expenses section to add the individual expenses that will be charged against the expense report. Learn more about adding or editing claimed expenses.
   Supporting Schedules	After you initially create the expense report, the Supporting Schedules section displays information such as the default charge allocation. Additional supporting schedules become available as they are added, such as the Advance Schedule if an advance is requested as part of the submittal process. Learn more about the supporting schedules.

4. When you have added all the necessary information to complete the expense report, click Submit on the toolbar. The following tabs may display as part of the submittal process:

   Option	Description
   Errors and Warnings	This tab displays if the expense report fails any specified validations.
   User Directed Workflow	This tab displays if you are allowed to designate a specific person or role to approve the expense report.
   Receipt Information	This tab only displays if Expense Reports is configured to support this feature and if any of the expenses entered have been set to require receipts. This tab does not display for corrected expense reports.
   Due Company	This tab only displays if the Expense Module is configured to gather payment information when the expense report shows a net amount due to the company.
   Authenticate Signature	This tab displays if you are required to sign the expense report before submitting it.

   For more information about fields and options on these tabs, see Submit an Expense Report.

5. If attachments, such as expense receipts, are required, the Workflow Status section of the expense report displays. Learn more adding attachments.