Add a New Expense Report

Use the New Expense Report screen to create a new expense report.

To add a new expense report:

1. Tap , and tap Expense Reports.
2. Tap the Expense Reports tab.
3. Tap Add.
4. On the New Expense Report screen, perform the following:
   • Tap Details, enter or specify the values in the appropriate fields, and tap Done.
   • Tap Default Charges, enter or specify the values in the appropriate fields, and tap Done.
   Note: Depending on your company's expense report type setup, the Expense Report may display additional sections.

   For example:

   • Outstanding Advances displays if the expense type allows advances.
   • Location displays if Track Locations is enabled for the expense type.
   • Overall Attachments displays if receipts can be attached to the expense report.

   Enter or specify the values in the appropriate fields in each section, and tap Done.
5. Tap .
   The new expense report is added to the list of expense reports on the Expense Reports screen.

   Attention: For more information, see "Add Expense Reports" in Guides and Videos.