Printing an Expense Report

Summary

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

Body

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

First log onto the Financial Management System.

Click the UGA Financials dropdown menu.

2. Step 2

Click the Employee Self Service tab.

3. Step 3

Click the Expenses tile.

4. Step 4

Click the My Expense Reports tile.

5. Step 5

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

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

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

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

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

Select a printing option from the Destination dropdown menu.

Example shown above: Save as PDF.

11. Step 11

Click the Save button.

12. Step 12

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

13. Step 13

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.