A reimbursement report will be generated automatically for you when Finance marked expenses as reported. However, you can also check the details manually and generate a report. Before we begin, please familiarize with different expense statuses.
To create a Reimburse Report manually
1. Go to Expense section > Reports > Click Create a Reimburse Report
NOTE: If you don't see this option, this setting is disabled for you.
2. The page will show all your expenses that passed through necessary approvals (Approved and/or Controlled status). Click Export report to PDF.
3. Enter desired Report Name and click Export.
NOTE: Entering Account or IBAN number is optional and for reporting purposes only.
4. Confirmation page appears.
5. Go to Reports section > Click check icon to download