Open an Expense Report

You can use the Expense Report form to open and update an expense report.

Your access to the Expense Reports area requires the following:

• Your role must have access to the expense reports as defined on the:
  • Time & Expense tab in the Employee hub.
  • Roles form in Settings > Security > Roles of the desktop application.
• You must be linked to an active employee record.

Your expense report processing capabilities also depend on the options that your system administrator selects in Expense Settings. Contact your system administrator if you have questions.

To open an expense report:

1. In the Navigation pane, select My Stuff > Expense Report.
2. Do one of the following:
   • To add a new expense report, click + Add Expense Report at the upper right side of the Expense Reports form.
   • To make changes or additions to an existing expense report, continue with step 3 to use the search field to select and display the expense report.
3. Use the search field above the Expense Reports form to search for and select the expense report you want to update.
4. Click the expense report to display it.