- Click here to create a new expense sheet.
- Click Edit or click the hyperlink of the desired expense sheet to open it for editing.
- Change State. Upon completing the expense sheet submit it for approval by the expense approver.
- Click here to send email request to expense approver to accelerate the process of the approval.
- Use Export to Excel to export full report for specific expense sheet including all expense entries, totals and other details.
- Posts can be useful to exchange comments with expense approver or other related members.
- Use the Change User filter to switch between users’ expense sheets.
- The Owner can Put on Hold his/her expense sheet in case he/she want to keep it for future reference.
- Send Approval Request email only in case you need to accelerate the process. Be aware that the person assigned as an Approver of the expense sheet automatically receives reminders about the expense sheets awaiting approval.
