Report

What should I do when my manager or finance admin has returned a report?
Reporting manager or finance admin can return a report if they require you to make changes to it. Please check your email for reason and take action accordin...
Mon, 2 Jul, 2018 at 4:29 PM
How can I add comments to a report?
To add comments to a report: Select the desired report from the list. Select 'History'. Add a comment. Confirm by clicking 'Post'. ...
Mon, 2 Jul, 2018 at 4:31 PM
What is a report status?
Report status specifies the current report status. Draft: These are reports that are saved but have not been submitted yet. Submitted: Reports that have b...
Mon, 2 Jul, 2018 at 4:33 PM
I want to make changes to a submitted report. What should I do?
You will not be able to make any changes to a submitted report.  A report can only be edited when the manager or finance admin has returned a report.  
Mon, 2 Jul, 2018 at 4:34 PM
What should I do when a single expense in my report has been removed by my manager?
When an expense has been removed from a report, you can edit the expense and re-attach it as part of the different report. To make changes to returned expen...
Mon, 2 Jul, 2018 at 4:35 PM
How can I attach expenses to a report?
To attach expenses to a report: Go to 'Reports'. Select an existing report from the list or create a new report. Click '+' to attach ...
Mon, 2 Jul, 2018 at 4:38 PM
What is the difference between saving an report as a draft and submitting an report?
You can make changes to a report that has been saved as a draft. A submitted report cannot be edited until the report has been returned.
Mon, 2 Jul, 2018 at 4:39 PM
Am I allowed to attach a single expense to two or more reports?
You will not be able to attach a single expense to two or more reports.
Mon, 2 Jul, 2018 at 4:39 PM
How can I add or remove expenses from a returned report?
To add/remove expenses from a returned report: Go to Reports. Select the desired report. Click Edit. Remove/add expenses as needed. Click Save to confi...
Mon, 2 Jul, 2018 at 4:40 PM
Where can I find the report related information?
To view report related information: Go to 'Reports'. Select the desired report. Click 'History' to view the activity log related to t...
Mon, 2 Jul, 2018 at 4:41 PM