Submitting Expense Reports

You can submit open or rejected expense reports from the expense report screen.

After you submit an expense report, OpenAir Mobile sends the submitted expense report to OpenAir for validation.

If you submit the expense report successfully, the expense report disappears from the Open Expenses list view and is now listed on the Submitted Expenses list view.

• You can submit expense reports one at a time. If there are errors preventing the expense report from being submitted, the expense report is highlighted with a red outline on the Open Expenses list view. See Submitting an Expense Report

• You can submit multiple expense reports for approval at the same time using the bulk-action mode. See

Note:

If some receipts in an expense report are rejected by the approver and the rest of the expense report is approved, OpenAir creates a new open expense report containing the rejected receipts. You can then make all necessary changes to the new expense report and submit it.

Submitting an Expense Report

To submit an expense report:

1. On the Open Expenses or Rejected Expenses list view, tap the submit icon in the expense report summary. See Expenses List Views in OpenAir Mobile

2. On the expense report screen, tap the submit icon in the expense report toolbar. See Expense Reports in OpenAir Mobile

   The Submit screen appears.

   

3. To send a copy of the submitted expense report notification to additional recipients, tap Additional recipients and enter additional email addresses (if required).

4. To add notes for the attention of the approver, tap Notes and enter some notes (if required).

5. Tap Done (iPhone) or Submit (Android) to submit the timesheet and return to the list view.

Submitting Multiple Expense Reports at the Same Time

You can submit multiple expense reports for approval at the same time using the bulk-action mode.

To submit multiple expense reports at the same time:

1. On the Open Expenses or Rejected Expenses list view, tap Select (iPhone) or the select icon (Android) in the top right corner. See Expenses List Views in OpenAir Mobile.

2. To select the expense reports you want to submit, tap each expense report summary one after the other. You can tap any selected expense reports again to unselect them.

3. Tap the submit icon in the list view toolbar. The Submit screen appears.

4. To send a copy of the submitted expense reports notification to additional recipients, tap Additional recipients and enter additional email addresses (if required).

5. To add notes for the attention of the approver, tap Notes and enter some notes (if required).

6. Tap Done (iPhone) or Submit (Android) to submit the selected expense reports and return to the list view.

Related Topics

• Expenses List Views in OpenAir Mobile
• Expense Reports in OpenAir Mobile
• Receipts in OpenAir Mobile
• Creating an Expense Report
• Editing Expense Report Properties
• Deleting Expense Reports
• Adding or Editing Receipts
• Deleting Receipts
• Working with Image Attachments on Expense Reports Receipts and Receipt drafts
• Approving or Rejecting an Expense Report
• OpenAir Mobile Icons