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Creating and Submitting an Expense Report

Tip

If you want to enter many expenses for different projects on a single page, see "Entering Multiple Expenses".

To create an expense report for a single project, assignment or milestone:

1. Do one of the following:
   • Click the Expense Reports tab and click New.
   • Click New Expense Report on a Expense Report related list in a Project, Assignment, Milestone or Resource.
2. Complete the fields as described in "Expense Report Page Fields".
3. Click Next.
4. Add an expense line for each expense as described in "Expense Report Page Fields".
5. Click Save.

To submit an expense report for approval:

1. Display the Expense Report tab.
2. Click the Expense Report Name for the expense report you want to submit.
3. Scroll to the Approval History.
4. Click Submit for Approval and then OK.

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