Updating My Preferences for Expense Reports

Summary

This article will demonstrate the steps on how to personalize your preferences for expense reports.

You can personalize your report preferences for expense report searches and My Wallet searches.

This article will demonstrate the steps on how to personalize your preferences for expense reports.

Click the My Preferences tile.

Click the Expenses menu.

Click the Expense History menu option.

The Expense History page is displayed. This page is used to set up your search options for an expense report.

In the Report Status Selection section, you can select the criteria to include in a report search by clicking in the appropriate field.

Click the Approved button.

To include expense reports that have been submitted and are awaiting approval, click the Awaiting Approval button.

To include expense reports that are pending, click the Not Submitted button.

To exclude unassigned My Wallet entries, click the Unassigned button to deselect.

Click the Save button.

Article ID: 148496

Created

Sat 9/24/22 10:46 PM

Modified

Mon 3/30/26 2:35 PM