The purpose of the expense report is to submit multiple expense into one report and submit for approval.
Step 1: To create an expense report, from the SalesTrip home page, click the “Expense Reports" tab.
Step 2: Click the “New” button on the “Expense Report” page.
Step 3: Enter the “Report Name” ,Select a User and add the currency ,Click on the Save button.
Select a Currency (Optional) - Choose the currency that you want create a report.
Select a User (Optional) - can able to create to report for user or delegated user .
- Click the Edit button,if you want to the edit the expense report
- Click the Clone button, if you want to Clone the existing expense report.
Step 5: Click on the Add / Remove Button to add the expenses.
Step 6: Select the expenses that you want to add for the report and Click Save.
Step 7: To Filter expense by date, Click on the By Date Range and Select From Date and To Date and then Click Filter.
Step 8: To remove the expense , Click on the Add/Remove button.
- Select the expenses that you want to remove from the report and Click Remove icon and Click on Save button.
Step 9: Once the expenses are added, Click on the Related to see all the expenses.
Step 10: Click on Submit for approval, Expense Report and associated Expenses will be submitted for approval.