Submit and Print an Expense Sheet

You can save an expense sheet and submit it by email, or save it locally to print it and submit the printed copy.

To submit and print an expense sheet, complete the following steps:

1. On the expense sheet page that displays the expense line items for that expense sheet, click at the bottom of the page. The Output Expense Sheet dialog appears.
2. Choose SUBMITTED from the Change Sheet Status to drop-down. After you submit an expense sheet its status is displayed as SUBMITTED.
3. Select the Apply Status to Line Items check box if you want to apply the same status to line items.
4. Choose a template from the Template drop-down.
5. Choose a format from the Format drop-down. Possible values are PDF and HTML. Choose PDF if you plan to print your expense sheet.
6. Select the Send and Save using Correspondence check box to use Correspondence to submit the expense sheet file to the person who must approve it.
7. Click when your expense sheet is complete and correct. Use this button to output / send the expense sheet to the person who must approve it. If you select the Send and Save using Correspondence check box, use the Compose Correspondence window to e-mail the expense sheet.

   If you select PDF from the Format drop-down, the standard Windows Save file as dialog appears so that you can save the expense sheet locally and print it.