An expense report form includes any purchases that are necessary to run a business. Follow the below steps:
- Go to Spend Management> Expenses.
- Click on the option “New Expense Report”.
- Here you will get a pop up screen where the first step includes filling details of the expense report which includes Business purpose, Project Ref ID, From & To Date, and Description of the Expense.
- Once you hit the Save button you will see the Expense Item dialogue box will open. Here you have to detail your expense by adding details of Merchant, Category, Amount, and Tax. You can also add mileage details and add other expenses in bulk too. Once done press the save and then hit the submit button.