Left menu > My Space > Expenses
1. Click on the My Space section in the left side menu.
2. From the options displayed, select Expenses.
3. Go to the My Reports section.
4. In the My Reports section, click the New Report button.
5. Enter the name of your report. A reference number will be assigned to this report by default.
6. To finalize the report creation, click Confirm.
7.Now, go to the section where expense receipts have been uploaded to indicate which ones belong to the newly created report.
Click on My Expenses.
8. Click on the three dots and select the Process Expense option for the expense you want to add to the report.
9. Select the report you created from the Reports dropdown menu.
10. You can also add a new report directly from an expense by clicking the Add a New Report link.
11. Click Validate and Continue if you want to keep processing and adding more expenses to the report, or click the arrow and select Validate and Finish.
12. Return to the My Reports section.
13. Click on the report you want to view. The details will appear on the right.
14. On the right, you can see the expenses added to this report and add new ones by clicking the Add Expenses to Report button.
15. You can review the report history.
16. You can also send and receive comments from Human Resources.
17. Clicking on the three dots will show the Edit and Delete options.
18. Edit allows you to rename the report, while Delete permanently removes the report but keeps the added expenses.
19. To send the expense report to Human Resources for validation or rejection, click the Send Report button.
Expenses must always be sent within a report; they cannot be sent individually.
20. A window will notify you that once sent, the report can no longer be modified. Click Confirm to proceed.
