An expense report is a collection of expenses incurred within a specific period of time, usually on a monthly basis.

Expense Report Creation

1. Click on Expense Reports > Expense Reports from the main menu
2. Click the New button > Expense Report
3. Fill in the form with the required data
4. Click Save, the expense report will be saved with the status Draft.

The form contains the following fields:

• Employee: click Browse to search for the employee to associate with the expense report
• Start Date: the start date of the expense report
• End Date: the end date of the expense report
• Total Spent: not editable, calculated as the sum of the total spent on each individual expense
• Total Refundable: not editable, calculated as the sum of the reimbursable amounts of each individual expense
• Comments: additional comments/information about the expense report