Submitting an Expense Report

Select the expenses to be included and add the required details to submit the report. Infor Expense aggregates these expenses into a report that can be validated and sent to the employer for approval.

To submit an expense report:

  1. Tap on the Infor Expense application screen and select Start Report.
  2. Specify the name of the report and the required information.
    Note: The information in these fields is automatically populated when the values for the fields are set as default in the SAT application.
  3. Tap Next to proceed.
    Note: You can also tap the Save as Draft option to save the expense report.
  4. Select the expenses to be included and tap Next.
  5. Review the report.
  6. Tap Submit to submit the expense report for approval.