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Create an Expense Report While still on travel status or at the conclusion of your trip, you can build your Expense Report from your approved Trip Request. When creating the report from the request, the report header already has all the information carried forward except for the time of day your trip begins and the time of day your trip ends. Please view the next few slides for detail in building your report.

As shown below, click on Request and navigate to Active Requests. Choose the correct approved request and click on the blue expense on the far right side of the request. You can then begin to build your Expense Report.

You will now begin to create a new Expense Report. All the information entered at the Request header will carry over to the Expense Report Header except for the time of day your trip started and ended. Enter the times and scroll to the bottom of the screen and click on to move to the next screen where you can begin entering your trip expenses.

Entering Trip Expenses Click on the red New Expense to add a new expense, you will then begin typing the expense type in the white box OR you can find the expense type in the list and click on it. The next slide will show the information needed to input for an expense.

After clicking on the expense type, the box on the right will open and you will insert the expense information. Only the fields with the red lines are required. After you have saved the expense, it will appear on the left side. When you have entered all your expenses you are ready to submit your report.

Below is an example of the Expense Report Approval Flow. Once you have submitted the report you will receive an onscreen notification that the report has been successfully submitted. Travel Approval will self populate with your travel approver and CANNOT be changed. If this is not correct contact Cindy Levin. Budget approval is an optional step in the workflow. If your request needs a budget approver, enter an * and the name of a budget approver will appear, you can then choose your approver. (It can be the same as the travel approver.) You can also click the red X to remove this step from the workflow. Accounts Payable use only!

If further information or assistance is needed, please do not hesitate to contact Cindy Levin, Accounts Payable at or Thank you!