Submitting an Expense Report for Approval

After you create an expense report and add all receipts, you can submit the expense report for approval. If an expense report is rejected, you can revise it and submit it again for approval.

To submit an expense report for approval:

1. Go to Expenses > Expense Reports – [Select Open or Rejected] > [Select an expense report] > Submit/Approve.

2. (Optional) Enter Additional email addresses to Cc into the notification. A submitted expense report notification is sent to the persons in your company who approve your expense report or who approve expense report for the projects you worked on. Depending on the expense report approval routing process in your company, several levels of approval may be required.

3. Enter any Notes or comments to be included in the notification, if you need to provide additional information for the persons who will review and approve your expense report.

4. Click Submit. After you submit your expense report, the expense report will be listed in the Submitted tab until it's approved or rejected.