All expenses must be added to an expense report before you submit them. To find all the expense reports that have been created, go to My expense reports on the left panel.
Within this section, the reports are divided into different tabs for easier management: Open, Submitted, Approved and Closed.
Open reports
This tab includes expense reports that need to be submitted for approval. You can complete and review these expense reports and submit them for approval.
On this tab you'll find 2 kind of of expense reports:
Draft report: Expense report that is created but not yet submitted for approval.
Sent back report: Expense report that was submitted earlier, but was sent back by an approver or admin for any reason. You can make the required changes and send the report back for approval. Learn more about sent-back reports.
To submit reports, select one or more and then click Submit Reports.
Submitted reports
This tab includes expense reports that are submitted for approval, but have not been approved by your approver/admin yet. No action is needed on these expense reports.
If you need to edit a submitted expense report, you can do so from this tab. Select the required report and select the expense. Select Edit to make changes.
Once the changes are made, select Save to finish.
Your changes will be saved to the expense and the report.
Approved Reports
This tab includes all expense reports that have been approved by your approver or admin. You do not need to take action on these expense reports.
Closed Reports
This tab includes expense reports that have been completely processed and closed by your admin. No action is required on these expense reports.
If you have any more questions about your expense reports page, reach out to our support team at support@capitalone-fylehq.com.