Create Expense Report

Expense reports are used to reimburse workers (and some non-workers) for out-of-pocket expenses for business-related costs, such as airfare, business meals or hotel expenses. This Job Aid outlines how individuals create and review Expense Reports for costs that will be reimbursed to an individual.

Please note that if you use the Create Expense Report for Worker task, you should NOT use the 'Save Draft' action. Due to security reasons you have to complete the task in one sitting and you will not be able to access that saved draft to edit it. You'll have to go through Finance since only they can make edits for another worker's report.

NOTE: Expense Reports containing Institution Expense Card transactions (reimbursed to the credit card institution) are addressed separately in the Job Aid: Expense Reports for Expense Usage Institute Credit Cards.

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