The Expense Report may contain one or more expense items that must be submitted for approval. For example, you could create a Report that contains all items related to the expenses of a business trip (round trip, lunches, etc.).
After saving one or more expense items, you can create a new Expense Report that will be sent to the default manager for approval. The approver will be notified, and the Report will be included in his or her Required Actions.
On the Home page, click the "See All" item in the Expense Report section.
Click "Add" to create a new summary.
Choose a name and click "Create Expense Report."
Note: we suggest naming reports by subject area or by month of reference,
e.g. January, February, March / Transfer of Limeworks Srl client
By selecting the report, you can create new expense items by clicking "Add +", or add existing ones as suggested by the platform.
When the report contains all the related expense items, complete the procedure by clicking "Submit."