Overview
You can now save your progress on an expense and complete it later, even when mandatory details like receipt, category, or project are missing.
Expenses saved as drafts remain Incomplete until all required information is provided.
Note: Your organization's admin must enable this feature to be able to use it.
How to save an expense as a draft
Go to My Expenses and create or open an expense.
Enter the details you currently have like receipt, category or project, etc.
Click Save as draft.
Your changes will be saved, and the expense will remain Incomplete.
You can save expenses as drafts in the following statuses:
Incomplete
Complete
Blocked
How to complete a saved draft
Open your saved expense from My Expenses.
Add the missing required details.
Click Save to mark it Complete.
Important things to know
Drafts cannot be submitted until all required details are added.
Saving as a draft removes any selected expense report.
Saving as a draft is not available while splitting expenses.