Understanding the Expense Report Entry Process

To request reimbursement for work-related expenses such as business trips, relocation expenses, or tuition, you must enter and submit an expense report. The reimbursement might be processed as a payment to you or as an automatic deposit, or it might appear as a payment on your credit card.

You enter expenses as individual items by receipt and specify each expense by using expense categories. The expense categories from which you can select are set up in the policy by expense report type. For example, a business travel policy would have different expense categories than a relocation policy. If you have a receipt for the individual expense, you select the corresponding expense category, such as airfare.

When you enter expenses, you might be prompted to enter additional information about the expense, depending on the expense category that you selected and on how the policy is set up. For example, expense categories such as airfare or car rental require you to add a comment if they were set up with a preferred supplier but you did not use the preferred supplier.

You can review the expense report for errors before submitting it. You can also review the expense report totals, verify the amounts that you or the credit card company will be reimbursed, and print the report for your records.

After you enter the expense report, you can add electronic attachments, such as comments or memos, to the expense report.