Creating and Editing an Expense Report

You can create an expense report from any page in SuiteProjects Pro. This can either be an empty expense report or a copy of an existing expense report.

After you create an expense report, you can change the expense report information and add or modify receipts at any time before you submit the expense report for approval. If an expense report is rejected, you can edit it and submit it again for approval. For more information, see Updating an Expense Report and Adding, editing, deleting receipts.

To create an expense report:

1. Click the Create button and select:

   • New... under Expense Reports or Expenses: Expense Reports, New under All items to create an empty expense report.

   • New clone under Expense Reports or Expenses: Expense Report, New clone under All items to create a copy of an existing expense report.

   The new expense report form appears.

2. Select or enter values in the expense report form. The information that you can or must enter depends on your company's SuiteProjects Pro account configuration.

   • Currency – The currency for your expense report.

   • Expense report starting date – This is the start date of the period covered by the expense report.

     Note:

     Depending on your company's SuiteProjects Pro account configuration, restrictions may apply to the start date of your expense report. For more information, refer to your company's internal documentation or contact your account administrator.

   • Customer:project – The Customer:Project for the expense report and all receipts in the expense report.

     You can click the search icon and enter a few characters in the search bar or use the advanced search to find matching projects. Select a project from the search results.

     Note:

     Your company's SuiteProjects Pro account configuration may not allow you to claim expense against two or more projects in the same expense report.

   • Allow overlapping expense reports – Check this box if you need to submit more than one expense report covering the same period. For example, you may need to submit two different expense reports for split weeks (weeks split across two consecutive months).

3. If the Authorizations feature is enabled for your company's account, you can request advance authorization for planned expenses and link the expense reports to one or more approved authorizations. In this case, select the authorizations under the Authorizations of the Properties form. For more information about authorizations, see Working with Expense Authorizations.

4. You can add multiple files from your computer as attachments or attach a workspace document to your expense report. See Adding Attachments.

5. The expense report record appears. See Expense Report Record.