Employees handle their own reports. Directors, travel managers and accountants can also prepare and submit reports for others, and approvers decide on them.
Where to find it
- Reports: left sidebar → Expenses → Expense reports (
/app/expense-reports). - Reports waiting for a decision: Approvals.
Who can do what
- Employees see and edit their own reports.
- Directors, travel managers and accountants of the company can create and submit reports on behalf of other employees, for example a travel manager filing the report for a colleague's trip. In the list they get the All employees view.
- Approvers see the reports waiting for them in Approvals.
Good to know
- While a report is a Draft, only the employee, or someone acting for them, sees and edits it.
FAQ
A manager wants to file a report for a colleague. Directors, travel managers and accountants can do this. Other roles see only their own reports.
Where do approvers find reports to approve? In Approvals.
Related articles
- Expense reports: what they are and how they move
- Creating an expense report: after a trip, from an order or by hand
- Card transactions in an expense report
- Submitting and approving an expense report
- Expense report PDF
- Exporting expense reports to accounting: CSV and DATEV
- Per diem in an expense report: how each day is calculated
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