Printing an Expense Report

Overview

The Travel and Expense module provides the capability to print an expense report in any status.

In this article, you will learn the steps to print an expense report.

1. Step 1

UGA Financials page displayed with the UGA Financials dropdown menu highlighted

First log onto the Financial Management System.

Click the UGA Financials dropdown menu.

2. Step 2

UGA Financials page displayed with the Employee Self Service option highlighted

Click the Employee Self Service tab.

3. Step 3

Employee Self Service homepage displayed with the Expenses tile highlighted

Click the Expenses tile.

4. Step 4

Expenses home page displayed with the My Expense Report tile highlighted

Click the My Expense Reports tile.

5. Step 5

My Expense Reports page displayed with the Not Submitted menu highlighted

The My Expense Reports page is displayed. On this page, you can view the status of your various expense reports.

To display only those expense reports that are not submitted yet, click the Not Submitted menu.

6. Step 6

My Expense Reports page displayed with the Taxi Ride report highlighted

To open an expense report, click on the report you wish to view.

Example shown here: click the report titled Taxi Ride.

7. Step 7

Expense Entry page displayed with the Review and Submit button highlighted

The Expense Entry page is displayed. This page contains all the different types of expenses (ex. lodging, meals etc.) submitted with the travel request.

Once you have reviewed all the details of the expense report, click the Review and Submit button.

8. Step 8

Expense Summary page displayed with the View Printable Report button highlighted

In the Expense Summary page, you can view Analytics, Notes, and Printable Report for the expense. Under additional information, click the View Printable Report button.

9. Step 9

Expense Report document displayed with the Print button highlighted

You can print a hard copy of the expense report or save a copy to your computer by clicking on the Printer icon.

10. Step 10

Expense Report document displayed with the Save PDF button highlighted

Select a printing option from the Destination dropdown menu.

Example shown above: Save as PDF.

11. Step 11

Expense Report document displayed with the Save button highlighted

Click the Save button.

12. Step 12

Windows page displayed with the Save button highlighted

Click the Save button again to save the document to your computer.

13. Step 13

My Expense Reports page displayed with the Awaiting Approval menu highlighted

To print a report that has already been submitted, click the Awaiting Approval menu.

14. Step 14

To open an expense report, click on the report you wish to view.

Example shown here: click the report titled Taxi Ride.

15. Step 15

The Expense Summary page is displayed. It summarizes the expenses and the approval status of the expense report. Under Additional Information, click the View Printable Report button.

Note: If you are trying to print an expense report that has already been submitted, it will not take you to the Expense Detail level.