New User Question

AJSimpson

Hello -

I am a first-time user and am not sure I completed the expense process. I went into Expenses, hit "manually create", uploaded a receipt, and hit save. Do I need to do anything else? Alert a manager? Submit anything anywhere? Or is the process complete? Thanks for the help!

Sara Jacobson

Hello @AJSimpson 🖐️

If you'd like to submit expenses for approval and reimbursement, you'll need to add them to a report first. Check out these step-by-step instructions on how to create a report, and this to learn how to submit a report.

Let me know if you have any other questions!