Managers can review expense reports for the employees they manage. Administrators can search and maintain expense reports across the account.

Open Expense Report Administration #

Browse to Admin Expenses Expense Report Administration.

Manage a team member's expense report #

1. Open Manage Expense Reports.
2. Search or filter by employee, date, or status.
3. Select a report.
4. Review report details, items, receipts, totals, and approval history.
5. Use the action needed for the report's current status.

A manager sees only employees they manage and have permission to access.

Manage expense reports as an administrator #

Administrators can open the expense administration report list.

1. Choose the employee, date, and status filters.
2. Open the report.
3. Review its status and approval history.
4. Choose an action that is available for the report's current status.
5. Check the report's updated status.

You cannot edit a submitted or approved report directly. If it needs a correction, use Unsubmit or Unapprove from the approval screen to return it to an editable status.

Review items and receipts #

Select an item to review its type, date, description, project, amount, payment method, billable and reimbursable settings, comments, and receipts.

Receipts can contain personal or payment information. Open or export them only when your work requires it, and follow your organization's retention policy.

Use the approval screen for approval decisions #

Use Manage Expense Approvals or Admin Expense Approvals to approve, reject, unsubmit, or unapprove a report. Use the report management list to find reports, review their contents, and make allowed corrections.

Troubleshooting #

An employee or report is missing #

Clear the filters and check that you manage the employee. Make sure the report date and status are within the selected range.

An action is not available #

The report's status, date lock, approval level, or your permission can hide the action. Review Approval history before asking an administrator to change status.

Related articles #

• Create and submit expense reports
• Configure expense types and payment methods
• Export expense receipts
• Review expense report approvals