Expense reports
Group expenses into a report, send it for approval, recall it or send it again after a rejection.
A report groups the expenses of a trip, an event or a month so they are approved and paid back together.
Make a report
- Reports > + New report: give it a name and the business purpose, then Add expenses from your unreported ones.
- Or, in Expenses, tick unreported expenses and click Add to report. You can put them in a new report or a draft one.
Send it for approval
Open the report and click Send for approval. It goes to your approver (or to any admin when you have none) and they are told.
The button stays off while something is missing. For example, a receipt may be missing when your business asks for one on every expense.
While it waits
- The report and its expenses can't be changed.
- Click Recall to take it back to draft, change it and send it again.
Sent back
When the approver rejects a report, you see why at the top of it. Fix the expenses, then click Send again.
Statuses
| Status | Meaning |
|---|---|
| Draft | Still with you |
| Awaiting approval | Sent, waiting for the approver |
| Rejected | Sent back to you with a reason |
| Approved | In your books; the business owes you the amount to pay back |
| Reimbursed | Paid back to you (or there was nothing to pay back) |
History and comments
Every report keeps who created, sent, approved, rejected and paid it, with dates. Write a comment to ask or answer a question, and the people on the report are told.
Delete
Draft and rejected reports can be deleted. Their expenses stay, as unreported.