Submit Expense Report

Submit Expense reports according to your team's policies and procedures. First, decide if Expense Reports should route for review and approval.

Quick Tip: Tracking the raw entries without submitting Expense Reports may be enough for your Project Budgeting needs.

How do I submit my Expense Report at the end of the expense report period?

1. From the top menu, navigate to your expense entry worksheet via My Insight> Expenses> Expense Entry Worksheet
2. Review your expenses for errors
   • Check the expense entries are for the correct period
     • If it isn’t, you can select the correct period in the  Display Options
   • Verify all your expenses are on the sheet
   • There are checks for reimbursable and/or billable expenses, if your team uses these fields
3. Submit the sheet 
   • Click the Submit Expense Report button to see the Create New Expense Report layer
   • Make sure that you are submitting your expense report for the correct period
   • You will generally NOT CHANGE any of the settings for Automatic Add, Company, Project or Automatic Submit
   • The Submit To: box should be your default expense approver
   • Click the Save button to submit your expense report

Once submitted, check the Expense Home for expense report updates and approvals.