Create a New Expense Report
You can create a new expense report at any time.
To create a new expense report, complete the following steps:
- From the Vision Navigation menu, click Vision displays the Expense Report Selection dialog box, which displays all of your unposted expense reports. .
- Check that your employee number appears in the Employee field.
- Click New. Vision opens a new expense report, with one blank row on the Expense Report grid in the General tab.
- Enter your name in the Report name field and enter the date in the Report date field.
- Enter your first expense line.
- To enter additional expense items, click Insert on the Expense Report grid. Vision inserts a blank row on the grid.
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To copy a row:
- Insert a blank row below the expense item you want to copy.
- Click the blank row, then press CTRL + D on your keyboard.
- Click Save.