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Submitting an Expense Report

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After creating and editing a new expense report, it will need to be submitted for approval. This article shows you how to submit an expense report for approval. 

Step 1: Start with your expense report open, or, select Drafts on your account home page.

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Step 2: Select the Name of the expense report you want to open.

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Step 3: After your final review and edits, click Submit for Approval in the upper right-hand corner.

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Step 4: Click Yes in the next window. 

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Step 5: Dependent on your company's workflow configuration, you will do one of the following:

  • Step 5a: View the approver that has been pre-assigned, and who will receive your expense report next; or

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  • Step 5b: Enter the approver by clicking in the search box. Click Next

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Step 6: Enter any extra comments, and click Submit

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After submitting your expense report, you have the option to rate and comment on your vendors using SpendSmart

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You will find expense report workflow updates within the Pending Approval section of your My Reports box. submit8.png

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