How To Submit Business Expenses

1. Click Business Expenses on the left sidebar. You can then click New Expense Report to Create a New Expense Report or click the colon to View or Edit an Existing Expense Report.

2. After clicking New Expense Report you will then input an Expense Report Title along with a Summary of what the expenses were for and click Save. 

Business Expense: This is a standard, single expense. Examples of these expenses may include a meal with a client, a software subscription cost, office supplies, an Uber/Lyft, etc.

Mileage: This claim type allows you to enter the miles you've traveled for a trip and then automatically calculate your reimbursement amount based on your company's mileage rate.

Per Diem: This claim type calculates your reimbursement amount based on your company's daily allowance and the number of days of your trip.

• If you select Business Expense, complete the fields listed below. Please ensure that you attach any documentation for the expense and provide the full details of what the expense is for in the description box. When you have completed all fields, click Save to return to the Expense Report details screen, or click Save and create another to add additional expenses to the same report. 

• If you select Mileage, complete the fields listed below. Please ensure that you provide the full detail of what the expense is for in the description box along with any documentation your company requires you to submit when being reimbursed for mileage. When you have completed all fields, click Save to return to the Expense Report details screen, or click Save and create another to add additional expenses to the same report. 

• If you select Per Diem, complete the fields listed below. Please ensure that you attach any documentation for the expense and provide the full detail of what the expense is for in the description box. When you have completed all fields, click Save to return to the Expense Report details screen, or click Save and create another to add additional expenses to the same report. 

6. After clicking Save when entering an expense, you will be directed back to the Expense Reports screen and will see all saved expenses for that specific report. In this screen, you can Edit, or Delete any individual expenses. You can also click Actions to edit the title and description, save as draf, and delete.

Once you are ready to submit your report, you can click Submit for approval. 

Please note: Expenses cannot be edited once submitted, so be sure to double-check your report before submitting it.

9. Your Expense Report will then be reviewed by a Manager, and Finance Reviewer. The status of your expenses will continue to update as your expenses move through the approval process. After your report has been approved the status will show as Processed. This means that the funds will be reimbursed in an upcoming paycheck.