Create a New Expense Report

Create your own expense reports or expense reports for other employees depending on your access rights.

Video: See related video below.

To create a new expense report:

1. In the Navigation pane, select My Stuff > Expense Report.
2. Click Add Expense Report.
   If your access rights enable you to create expense reports for other employees, the Add Expense Report option displays a drop-down menu where you can select the appropriate option to create a new expense report.
   • For Myself: Select this option to create your own expense report. If you have multiple companies, the Select Company dialog box displays when you select this option. Use the Select Company dialog box to select the company you are creating the expense report for.
   • For Someone Else: This option is available if you have the appropriate access rights to create expense reports for other employees. Select this option to create an expense report for another employee. The Select Employee dialog box displays when you select this option. Use the Select Employee dialog box to select the employee for which you are creating the expense report.

     If you select an employee who is associated with a different company than the company associated with the currently displayed expense report, the Expense Report form updates with the correct company settings based on the company of the selected employee. While loading the correct company settings, the system locks the Expense Report form and a message displays to indicate that the form is being prepared.

Video:

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