Once logged into the web portal, follow the below steps to generate a report of your expenses from the Draft, Submitted or Approved sections in your My Expenses area.
Note: You also have the option to download the related receipt images when downloading your expenses.
1. Go to My Expenses and select the Draft, Submitted or Approved subheading from the left-hand menu.
2. Click the Filter to expand the search criteria options and enter the required date range, plus any further search criteria.
3. Click Update.
4. Your expenses will be presented in a summary form, if you wish to view the expense details, click on each line.
5. Click the Select All checkbox, or tick the checkboxes of the expenses that you would like to download.
6. Click the Download button, then select Export Selected from the drop-down options.
7. Populate the details in the Export window.
Report Name - Enter a name for your report.
Format - Select the format you'd like to use for your report. The export formats available to you are set by your company Finance team.
Include receipts - Tick the checkbox to include receipts if you want to download a copy of the related receipts with your expenses.
8. Click Download.
Additional Information
You will find your report is downloaded to your default download folder on your device. If you included receipts these will be found in a newly created folder.
If you selected a PDF Report, this will allow you to access the related expense receipt easily via a hyperlink in the report. You must ensure the PDF file and the receipt folder are saved in the same place for the hyperlink to work.
Your company Finance team also have access to report on your expense history information.