Open an Expense Report

You can use the Expense Report form to open and update an expense report.

Prerequisites: Your access to expense reports requires the following:
  • Your role must have access to expense reports, as defined on:
    • The Time & Expense tab in the Employees hub.
    • The Roles form in Settings > Security > Roles.
  • You must be linked to an active employee record.

Your expense report processing capabilities also depend on the options that your system administrator selects in Expense Settings. Contact your system administrator if you have questions.

To open an expense report:

  1. In the Navigation pane, select My Stuff > Expense Report.
  2. On the Expense Report form, do one of the following:
    • To add a new expense report, click + New Expense Report at the upper right side of the Expense Report form.
    • To make changes or additions to an existing expense report, continue with step 3.
  3. Use the search field at the top of the Expense Report form to search for and select the expense report that you want to update.
  4. Click the expense report to display it.