Working with Expense Reports

Expense reports let you record your expenses, submit them for approval, and track their approval and reimbursement. Depending on your role and access profile, expense reports let you view and approve expenses entered by other employees. If you're a manager, you can review and approve or reject the expense reports submitted by your reports or by consultants working on your projects.

You can:

• Use the expense report list to look for and go to any expense report you have access to. See Expense Report List and Expense Report Record.

• Create an expense report and add receipts to track your expenses. See Creating and Editing an Expense Report, Updating an Expense Report and Adding, editing, deleting receipts.

• After you create an expense report and add receipts, submit the expense report for approval. See Submitting an Expense Report for Approval.

Depending on your role and access profile, you can also:

• Depending on your role, approve or reject the expense reports of others. Typically, you can review and approve or reject the expense reports submitted by your reports, if you're a manager, or the expenses entered by consultants working on your projects, if you're a project manager, for example. See Approving or Rejecting Expense Reports.

• Depending on your role, delete open, submitted or rejected expense reports. See Deleting Expense Reports.