Expense Report: User should be able to create Expense Report based on each User and Currency associated with Expenses.
Step 1 : Create different type of Expense for self-user and as delegated user.
Step 2 : Click on the Expense Report Tab and then Click on New button.
Step 3 : User will get the below screen, Enter the Report Name, Select a User and then Select the Currency. Finally click on the Save button.
Step 4 : User will get the below screen and will be able to Add/Remove Expense, Edit Expense Report and Clone Expense Report.
Step 5 : Click on the Add/Remove Expense button. User will get the below screen. Select the Expenses user want to add for the Report and click on Save button.
Step 6 : User will get the below screen, Select the expense need to be removed, click on delete icon and then click on Save button, this action will Remove the added Expense/Expenses.
Step 7 : User will also get an option through dropdown to Delete Expense and Submit for Approval.
Step 8 : Once User click on Submit for approval, Expense Report and associated Expenses will be submitted for approval. Based on the Approval Process and the Flows (conditions) defined through Process Builder Expense Report will be Approved/Rejected.