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Submit Expenses

Once you’ve created expenses, you need to add them to a report to submit them for approval. In this help document, you’ll learn how you can resolve policy violations, if any, and submit individual and multiple expenses to an expense report.

Resolve Policy Violations

If an expense you created violates any of the policies assigned to you by your admin, the violations will be highlighted in the expense. You can resolve the violations and add the expense to a report. There are two types of policy violations:

  • Warning Violations: This type of violation warns you regarding the policies your expense violates. You can either resolve each violation, or add the expense to the report and leave it to the approver to approve or reject the report.
  • Blocking Violations: This violation blocks you from submitting a report containing expenses with violations. You have to resolve the blocking violations to submit the report.

To resolve policy violations:

  • Go to Travel and Expense on the left sidebar.
  • Click Expense.
  • Click the expense with policy violations. A warning icon will be displayed next to such expenses.
  • Edit the expense and update the fields causing the violations as per your policies assigned to you.
  • After you’ve resolved the violations, save the expense by clicking Save and Close.

Add an Expense to a Report

To add an individual expense to a report:

  • Go to Travel and Expense on the left sidebar.
  • Click Expense.
  • Click Add to Report next to the expense you want to add to a report.
  • Select an existing report to add the expense to it or create a new report by clicking + Add To New Report, and the expense will be added to it. Once you’ve added the expenses, you can submit the report for approval.

Bulk Add Expenses to a Report

You can also select expenses in bulk and add them to a report. Here’s how:

  • Go to Travel and Expense on the left sidebar.
  • Click Expense.
  • Click the checkbox towards the left of the required expenses.
  • Click Add to Report at the top of the page.
  • Select an existing report or create a new report by clicking + Add To New Report to add the expenses to it. Next, submit the report for approval.
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