How to submit an expense report

What to do

1. Gather the expenses you need to report, including purchase dates, amounts, currencies, receipts, and business purposes.
2. Sign in to your company workspace and open the expense-report area available to your role. If it is not available, ask your administrator for the correct process.
3. Create or open the report using the controls shown in your workspace. Add the applicable expenses and receipts, and complete your company’s required fields.
4. Check for duplicate items, unreadable receipts, and missing information before using the available submission control.
5. Check the report’s status or confirmation after submission. A report being submitted does not mean it has been approved or reimbursed.

If you need help

If submission fails, keep the report identifier and the exact error message. Ask the assigned approver or support for help rather than creating a duplicate report.