HELP CENTER / EMPLOYEES
Submit an expense or expense report
Prepare expense details, group related items into reports, and track progress through approval.
Submit an expense
- Open Expenses and create or review the expense entry.
- Complete required fields and attach the receipt if your policy requires one.
- Check the total, currency, and business purpose before submitting.
- Watch the status of the expense as reviewers make decisions.
Group expenses into a report
Where enabled in your workspace, a report groups related expenses for review. Confirm which items belong in the report before submission.
The approval route is determined by your organization's assigned reviewers; employees cannot approve their own submissions.