Submitting expense reports through the ITS platform is designed to be quick and intuitive, whether you're at your desk or on the go.
To create a new expense report, navigate to Expenses > New Report. Give your report a descriptive title (e.g., 'Q1 Sales Conference - Chicago') and select the relevant trip or project if applicable.
Add individual expense items by clicking 'Add Expense.' For each item, enter the date, amount, category (meals, transportation, lodging, etc.), and a brief description. Attach your receipt by uploading a photo or file.
If you have a linked corporate card, transactions will automatically appear in your 'Unsubmitted Expenses' queue. Simply drag them into your report and add any missing details or receipts.
The platform automatically checks each expense against your organization's policies and flags any items that exceed limits or require additional documentation. Address any flagged items before submitting.
When your report is complete, click 'Submit for Approval.' The report will be routed to your designated approver based on your department's workflow. You'll receive email notifications as the report moves through the approval process.
You can track the status of submitted reports at any time from the Expenses dashboard. Statuses include: Draft, Submitted, Under Review, Approved, Rejected, and Reimbursed.
What receipt formats are accepted?
Expense Management
How do I track expense approvals?
Our support team is available to assist you with any questions.