Managing Expense Reports

Once staff expenses are approved, they can be added to expense reports for further processing and cost tracking.

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Creating Expense Reports

📌 Only approved expenses can be added to reports. 📌 Once an expense is included in a report, any changes made to the expense will not be reflected in the report.

Steps to Create an Expense Report

1. Go to Expenses.

2. Select Generate New Report. The Generate New Report screen appears.

3. Select the expenses to be added.

4. Click Generate Report. The report has been created.

🔹 Next Step: Confirm the expense report.

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Expense Reports: Walkthrough

All generated expense reports are stored in Expenses > View Report List.

Each expense report has a status that determines its next action.

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Confirming Expense Reports

📌 Once confirmed, this action cannot be reversed. 📌 All expenses in a confirmed report will be marked as "Processed" and can no longer be canceled.

Steps to Confirm an Expense Report

1. Go to Expenses > View Report List.

2. Select a generated report.

3. Click Confirm Payment.

4. The report is now confirmed.

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Canceling Expense Reports

📌 You can only cancel unconfirmed reports. 📌 Canceling a report will release all expenses, reverting them to "Approved" status. These expenses can then be edited or added to another report.

Steps to Cancel an Expense Report

1. Go to Expenses > View Report List.

2. Select a generated report.

3. Click Cancel.

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Downloading Expense Reports

📌 You can download expense reports as a CSV file and share them with others.

Steps to Download an Expense Report

1. Go to Expenses > View Report List.

2. Select a report.

3. Click the Download button.

4. The report will be downloaded as a CSV file.