Submitting an Expense Report

First, log into the Financial Management System

From the Employee Self Service Home page, Click the Expenses tile.

Click the My Expense Reports tile.

Click the approriate status for the expense reports you want to review.

Note : Clicking on the Not Submitted menu will be the course of action for travelers that have delegated creation and modification functionality. However, for those travelers who have not, they will likely create their expense report and submit it as the last step in the process.

Example shown here: Not Submitted menu.

To submit a previously created expense report, click the appropriate expense report field.

Example shown here: Savannah Conference option.

Once you have reviewed the expense types, click the Review and Submit button.

The Expense Summary page summarizes the number of expenses and the amount due to the employee.

Note: Under Additional Information, you can see if there are other travel authorizations associated with this expense report.

Click the View Analytics button.

The View Analytics page allows users to see data by Date/Type, by Department, and by Project/Activity.

Once you have reviewed the data, click the Close button.

Click the Notes button.

The Notes page allows you to add/edit notes related to the expense report.

Click the Done button.

Click the View Printable Report button to view a PDF copy of the expense report.

Once you are done reviewing Additional Information on the Expense Report, click the Submit button.

Note : The Submit button will not work for a delegated user. The employee whose expenses are being submitted must login and submit the report.

A dialog box confirms your decision to submit the Expense Report. 

Click the Submit button to complete the submission.