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Creating an Expense Report for Another End User

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The following procedure explains how to create an expense report, manually, for another end user of the application. A typical use of this procedure would be for an assistant to prepare an expense report for an executive. This procedure does not require that a formal reporting relationship exist—any end user who has access to the Assistant's Expense Reports view can prepare an expense report for another end user.

To create an expense report for another end user

Navigate to the Expense Reports screen.
From the Show drop-down list, select Assistant's Expense Reports.
In the More Info form, click the show more button, and then add a new record.
In the Submit To field, either enter the User ID of the person who should review and approve this expense report, or click the select button and complete the following substeps:
In the Pick Employee dialog box, use query or find to locate and select the record that lists the person who should review and approve this expense report.
Click OK to close the dialog box and place the selected User ID in the Submit To field.
In the Pay To field, either enter the User ID of the person who incurred the expenses, or click the select button and complete the following substeps:
In the Pick Owned By dialog box, use query or find to locate and select the record that lists the person who incurred the expenses.
Click OK to close the dialog box and place the selected User ID in the Submitted By field.
Complete the remaining fields as needed. For descriptions of the fields available, see Creating an Expense Report Manually.

NOTE:  For information about adding line items to the expense report, see Adding Line Items to an Expense Report.

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