0 How do I send a copy of a Pre Trip/Expense Report? Communication

1 How do I send a copy of a Pre Trip/Expense Report?  This document will divide up the copy feature in the following ways: – As a general user – How do I send a copy of a Pre Trip Report to someone else? How do I send a copy of an Expense Report to someone else –As an approver – How do I send a copy of a Pre Trip Report to someone else? How do I send a copy of an Expense Report to someone else?

2 How do I send a copy of a Pre Trip/Expense Report? General User Pre Trip Report

3 As a general user - How do I send a copy of a Pre Trip Report to someone else? –Create a Pre Trip Report and click the Save & Submit button. The Summary and Submission screen appears. –Click the Report Routing button.

4 As a general user - How do I send a copy of a Pre Trip Report to someone else? –Click the Edit link next to Copy.

5 As a general user - How do I send a copy of a Pre Trip Report to someone else? –Type the last name of the person you would like to send a copy of the Pre Trip Report to and click the Look Up button.

6 As a general user - How do I send a copy of a Pre Trip Report to someone else? –The name will appear in the bottom half of the screen. –Click OK. –The Report Routing screen will be updated accordingly. –Click OK.

7 As a general user - How do I send a copy of a Pre Trip Report to someone else? –You will be returned to the Summary and Submission screen. –Click the Save & Submit button.

8 How do I send a copy of a Pre Trip/Expense Report? General User Expense Report

9 As a general user - How do I send a copy of an Expense Report to someone else? –Create an expense report and click the Save & Submit Button. The Receipts screen will appear if receipts are required. –Click the Next button until the Summary and Submission screen appears.

10 As a general user - How do I send a copy of an Expense Report to someone else? –Click the Report Routing button.

11 As a general user - How do I send a copy of an Expense Report to someone else? –Click the Edit link next to Copy. The Send Copy – Select Person screen displays.

12 As a general user - How do I send a copy of a Expense Report to someone else? –Type the last name and click the Look Up button. Select the person, and the name of the selected person displays in the lower half of the screen. –Click OK. –Click OK and submit the report.

13 How do I send a copy of a Pre Trip/Expense Report? Approver Pre Trip Report

14 As an approver- How do I send a copy of a Pre Trip Report to someone else? –Open the Pre Trip Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear. (If there are policy exceptions, that screen will pop up; click OK to close it.) Click the Send Copies button.

15 As an approver- How do I send a copy of a Pre Trip Report to someone else? –Type the name and click the Look Up button. –Choose the name from the list. The selected name will appear in the lower half of the screen. –Click OK.

16 As an approver- How do I send a copy of a Pre Trip Report to someone else? –Mouse over the Send Copies button, and a pop-up will display the routing. –To approve the report, click the Approve Report button.

17 How do I send a copy of a Pre Trip/Expense Report? Approver Expense Report

18 As an approver- How do I send a copy of an Expense Report to someone else? –Open the Expense Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear.

19 As an approver- How do I send a copy of an Expense Report to someone else? –Click the Send Copies button. Type the last name of the person you would like to send a copy of the Expense Report to and click the Look Up button.

20 As an approver- How do I send a copy of an Expense Report to someone else? –Choose the name of the person from the list. The selected name will appear in the lower half of the screen. –Click OK. Click OK again.

21 As an approver- How do I send a copy of an Expense Report to someone else? –The number of persons you are sending a copy to will update on the Send Copies button. You can send a copy to multiple people. –Click Approve Report.

22 As an approver- How do I send a copy of an Expense Report to someone else? –Mouse over the Send Copies button and a pop-up will display the routing.

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