Creating a New Expense Report

When you need to create an expense report that does not include previous travel bookings, you can start the report either from the Quick Task Bar or the Expense tab on the menu bar. In this example, you will use the Quick Task Bar.

  1. Place your mouse pointer over New, and then click Start a Report.
  2. Complete the required and optional Report Header fields as appropriate on the Report Header page (required fields are indicated by a red bar).
    On the Report Header page, you enter general information for your expense report. Your company defines the fields that appear on this page. Note that some fields are already pre-populated.
  3. Click Next.
  4. You can now add credit card transactions or click New Expense to create out-of-pocket expenses.

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