Create Expense Report for Worker
CREATE AN EXPENSE REPORT FOR WORKER
Create Expense Report for Worker allows one worker on behalf of
another to submit expenses to be reimbursed for business-related
costs, such as airfare, business meals or hotel expenses.
From the search bar:
1. Enter Create Expense Report for Worker.
2. Select the Create Expense Report for Worker.
3. Enter the name of the worker at the Expense Report For field.
4. Select either Create New Expense Report, Copy Previous Expense
Report, or Create New Expense Report from Spend Authorization. Your
Selection determines what information displays on the new expense report.
5. Enter Memo. The information that you enter in the memo will appear
as the title of the Expense report.
6. Select Business Purpose from the drop-down menu.
Note: An error message stating Business Purpose Required will be displayed
if you do not complete this step. To fix this error, you will need to navigate to
the Header tab and edit your entry.
7. Click OK then Add.
ADD EXPENSE LINES
From the Expense Lines tab within an expense report:
8. Click the Add button under Expense Lines. Depending on the types of transactions available for processing, you may be asked to select
Credit Card Transactions (transactions from worker’s T&E card), Quick Expense (available images and/or entries from the worker’s
mobile app), or New Expense. (Note that you are able to link an existing Quick Expense entry from the worker’s profile to a New
Expense line.)
9. Complete all required fields, including Date, Expense Item, Quantity, Per Unit Amount, Total Amount, Financial Information (Cost Center,
Function, Fund, etc.) and Business Topics as applicable.
Note: Enter applicable Worktags if your organization requires a program, grant, gift, or project and/or RISD activity code to be associated
with your expense report.
Please see Create Expense Report job aid for details.
10. Add receipts and other documentation as attachments.
11. Click Submit