The My Reports page provides a comprehensive overview of all your expense reports, allowing you to track their progress and manage reimbursements. This article explains the different sections and functionalities of this page.
Report Tabs
Expense reports are organized into different tabs based on their status:
Open: This tab contains reports that are not yet submitted for approval. This includes:
Draft Reports: Reports you've created but haven't submitted.
Sent Back Reports: Reports that were submitted but returned by an approver for corrections.
Submitted: This tab contains reports that have been submitted but are awaiting approval.
Approved or In Progress: This tab's name varies depending on your organization's settings.
Organizations with Reimbursable Expenses: The tab is labeled In Progress and includes reports that have been approved but haven't been fully processed for payment. This includes Approved (reimbursement pending) and Processing (reimbursement in progress) reports.
Organizations with Only Corporate Card Expenses: The tab is labeled Approved and includes reports that have been approved.
Closed: This tab contains reports that have been fully processed, and any reimbursements have been paid.
Viewing Report Details
Click on a report to view its details, including:
Report Header: Contains the report number, name, owner, creation date, submission date, status, and total amount.
Expense List: Lists all expenses included in the report, along with their details (date, merchant, category, amount, receipts, comments, policy violations).
Comments Tab: View comments made on the report or individual expenses.
Actions
Depending on the report's status, you can perform various actions:
Open Reports:
Edit Report Name: Change the report's name.
Add/Remove Expenses: Add or remove expenses from the report.
Edit Expenses: Edit the details of individual expenses (restrictions may apply based on your organization's settings).
Submit Report: Submit the report for approval.
Submitted Reports: You may have limited ability to edit reports or expenses after submission, depending on your organization's settings.
Approved/In Progress/Closed Reports: Typically, no further actions are required from you.
Filtering, Searching, and Customizing
Filters: Use the filters to narrow down your report list based on status, policy violations, date of creation, and other criteria.
Search: Use the search bar to find reports based on keywords (report name, ID, amount, etc.).
Customize Columns: Choose which columns to display in the report list and reorder them as needed.
Understanding Report Statuses
Draft: The report is created but not submitted.
Submitted: The report is submitted and awaiting approval.
Sent Back: The report is returned by an approver for corrections.
Approved: The report is approved but payment processing (if applicable) is pending.
Processing: Reimbursement is in progress.
Paid: Reimbursement is complete.
Closed: The expense report cycle is complete.