An expense report summarizes and stitches together the expenses and receipts to be submitted for approval. You can review and take action on all the expenses that are part of the report until the report has been approved by your approver/admin.
Report Information
The top half of the expense report displays information on the report.
In the top left corner, the dates corresponding to created/submitted/approved/closed for the report will appear.
The report name is mentioned in bold, below the date. It is editable until the report has been approved by your approver/admin. Below the report name are the names of the approvers who will be approving your expense report.
On the left side is the expense total. There is also an indication of the report status which will be updated automatically as the report moves forward in the cycle.
Report tabs
In the expense report, there are three tabs Expenses, Comments and History.
Expenses
The expenses tab displays a list of all expenses added to the report. The expense details will appear along the columns.
To modify the column view, select Manage columns to select and rearrange the columns.
You can also choose between the table and category views from beside the Manage columns button. The table lists all of the expenses in the report, whereas category groups the expenses based on their category.
Comments
The Comments tab is a two-way communication medium with your approver/admins.
You can add any additional information or details. The comments will be visible to your approver/admins and they can respond to the comments as well.
Note: Once a comment is sent it cannot be edited or deleted by you or your approver/admin.
History
The History tab is a record of all actions taken on the expense report. You can always refer to the history tab to look back on the progress of the report.
Note: Any actions taken on the expenses in the report by you or your approver/admin will be documented in the History tab.
Report actions
Select the three-dot icon in the top right corner for a drop-down list of actions you can take on the report.
Share: Share the report (with/without receipts) with your or another email ID.
Download PDF: Download the report in PDF format.
Download Excel: Download the report in Excel format.
Download CSV: Download the report in CSV format.
Set exchange rate: Set exchange rates for expenses in a foreign currency.
Note: Exchange rates are set to convert the expense amount to the home currency of your organization. This option will be visible only if you have expenses in a foreign currency in the report.
Your expense report can be downloaded and shared from any status.
If you need further assistance with reports, reach out to our support team at support@capitalone-fylehq.com.