How to...
These help topics provide step-by-step instructions for entering expenses in an expense report, submitting an expense report, and printing a copy of an expense report.
How to...
To display a set of instructions, click the topic title in this list.
- Open an Expense Report
You can use iAccess to create a new expense report or open and update an existing expense report. - Enter Data in an Expense Report
In the Expense Reports area of iAccess, you can enter create and enter expenses on a new expense report or update an existing expense report. - Copy an Existing Expense Report
You can create a new expense report by copying an existing expense report. This can save you a lot of time if the two reports contain some of the same types of expenses. - Attach Receipts to Expense Reports
If Vision is configured to enable you to upload and attach documents to certain types of transactions, you have the option to attach copies of your receipts to expense reports in iAccess. - Submit an Expense Report
When you have completed an expense report, you can submit it to a designated administrator for approval. You can submit an expense report at any time, but normally you submit after you have entered all of the expense items incurred. - Delete an Expense Report
Your system administrator assigns security access rights to each Expense Report user. Your access rights and the status of the expense report determine if you can delete an expense report. - Override the Currency or Exchange Rate
If you use the Multicurrency feature in iAccess and your expense report is editable, you can use the Currency Override dialog box to select a different currency or exchange rate for one or more items on your expense report. - View or Print an Expense Report
You can view or print an expense report at any time. - Set Up Expense Reports to Print Automatically When You Submit
You can have expense reports print automatically when you submit them.
Parent Topic: Expense Reports