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
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
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
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
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
To attach expenses to a report: Go to 'Reports'. Select an existing report from the list or create a new report. Click '+' to attach an e...
Mon, 2 Jul, 2018 at 4:38 PM
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
You will not be able to attach a single expense to two or more reports.
Mon, 2 Jul, 2018 at 4:39 PM
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
To view report related information: Go to 'Reports'. Select the desired report. Click 'History' to view the activity log related to the r...
Mon, 2 Jul, 2018 at 4:41 PM