Expense Reports

The Expense Report application is an expense tracking tool that allows your to enter your own expense reports and submit them for processing.

Use the Expense Report application to:

• Enter an expense date, description, and dollar amount for each expense item.
• Define project, phase, task, and account values associated with each expense item.
• Determine company paid and billing options for each expense item.
• Select pre-defined expense categories for processing expense items, when applicable.

You can create and edit an expense report at any time, using as many rows as you need to record all your expenses. When you have completed an expense report, submit it to a designated administrator for approval.

Your Expense Report access rights (System, Company, Group, or Staff) determine the transactions you can process within the application. Expense Report access rights are assigned by your system administrator.

Your system administrator can configure Navigator to notify approvers when expense reports are submitted for processing and/or when expense line item charges are entered/rejected.