Add expenses to a report

To submit expenses for approval, they must be added to a report.

1. Click the Expenses tab.
2. Find the expenses you want to add to the report by searching through the table of expenses and/or using the sort filters.
3. Select the expenses by checking the box to the left of each expense or selecting them all.
4. Click Add to Report in the right corner and select either:
   • Auto-Report: Automatically adds the expenses to an open report, or creates a new report if there are no open reports
   • New Report: Creates a new report for the expenses
   • None: Ensures none of the selected expenses are attached to a report (as long as the report has not already been submitted)
   • Existing Report: Adds the expenses to the selected report