View and export my expense reports

Related module:

In this article:

• Viewing expense reports
• Export my expense reports

Viewing expense reports

Access: Expense Reports > My expense reports

• Click 'Filters' to display the filters
• You can search for a specific expense report using the filters: period, status
• You can view the status of your expense reports:
  • New: expense report currently being entered. Warning, it has not been submitted for approval.
  • To be approved: pending approval by the manager
  • Request for information: your manager needs additional information to process the request
  • Declined: the expense report is rejected, a comment will explain the reason
  • To be reimbursed: the expense report is approved, it is pending reimbursement
  • Reimbursed: the expense report is reimbursed
• In the 'To be processed by' column, the name of the manager responsible for processing the expense report is indicated.

Note: an expense report with status 'To be approved' means that the author of the report clicked on 'Submit for approval' (the manager's name will then appear in the 'To be processed by' column). As long as this action has not taken place, the report has the status 'New', and the name of the report holder appears in the 'To be processed by' column.

Export my expense reports

Access: Expense Reports > My expense reports

• Use the filters to display only the expense reports to export (status, period, etc.)
• The table header allows you to sort the data to display before exporting
• Click on the 'Excel Export' button at the top right
• A pop-up appears: select the desired export
• Click on 'Download'
• A file in .xls format is automatically downloaded

Keywords: Expense report · Reimbursement · business expenses · Business expenses · travel · view reports · pending approval · to be approved · expense report status · viewing expenses · reimbursement requests