Reports

General

1. What is a report? Why should I create it?
2. How do I create and submit a report?
3. How can I add expenses to a report?
4. What are the different statuses of reports?
5. Is it possible to move expenses from one report to another?
6. Can I submit my report to multiple users?
7. Can I make changes to a report after I’ve submitted it?
8. Can I print and download reports?
9. Can I attach files to my report?
10. Can approvers add comments to a report? If yes, how?
11. How do I delete a report? What happens to the expenses if I delete the report?
12. How can I retrieve a deleted report?
13. Why am I not able to find a report?
14. How to record an advance?

Reporting an Expense

1. Can expenses with policy violations be part of a report?
2. Can I submit reimbursable and non-reimbursable expenses in the same report?
3. Can I remove an expense associated with a report?

Report Actions

1. Who can view my reports?
2. Who can I share my report with?

Advanced

1. What is report archiving?
2. What are the formats in which I can import and export reports?