After you’ve added all required expense details to complete your expenses, you’ll need to create an expense report and submit it for approval. If you’re not ready to submit the report for approval, you can save an expense report as a draft.
Create a draft expense report
Go to the Your expenses page. You’ll be shown unreported expenses by default.
The Unreported section displays all expenses that haven’t been added to an expense report.
Use the checkboxes to select an expense or multiple expenses that you’d like to include in the expense report and select the Add to report button.
Note: Incomplete expenses can’t be added to reports.
In the Add to report pop-up, decide to add these expenses to an existing report or create a new report.
Select the Save as draft button to finish. The expenses will be added to the report, but the report won’t be submitted for approval.
The report will appear as drafts in the Open section of the Your expense reports page.
Submit draft expense reports
On the Your expense reports page, use the checkboxes to select the draft report. Then, select the Submit reports button to submit the report for approval.
You can also submit the report from the View report page. Select the Submit button to submit the report for approval.
If you have any more questions about draft expense reports, contact our support team at support@capitalone-fylehq.com.