Once you have fyled all your expenses, you can create a report to submit the expenses for approval. A report summarises and also stitches together all the expenses and receipts selected to be a part of the expense report.
Once you create an expense report, the expenses are automatically submitted for approval.
To create a report
- Click on 'Expenses' from the left panel.
- 'Create Report' : Select an expense or multiple expenses and click on this button to create an expense report.
- 'Add to report' : Select an expense and add to an existing report.
A quick video on how to create reports on the webapp -