0 how do i send a copy of a pre trip/expense report? communication
TRANSCRIPT
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How do I send a copy of a Pre Trip/Expense Report?
Communication
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How do I send a copy of a Pre Trip/Expense Report?
This document will divide up the copy feature in the following ways:
– As a general user –
• How do I send a copy of a Pre Trip Report to someone else?
• How do I send a copy of an Expense Report to someone else
– As an approver –
• How do I send a copy of a Pre Trip Report to someone else?
• How do I send a copy of an Expense Report to someone else?
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How do I send a copy of a Pre Trip/Expense Report?
General UserPre Trip Report
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As a general user - How do I send a copy of a Pre Trip Report to someone else?
– Create a Pre Trip Report and click the Save & Submit button. The Summary and Submission screen appears.
– Click the Report Routing button.
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As a general user - How do I send a copy of a Pre Trip Report to someone else?
– Click the Edit link next to Copy.
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As a general user - How do I send a copy of a Pre Trip Report to someone else?
– Type the last name of the person you would like to send a copy of the Pre Trip Report to and click the Look Up button.
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As a general user - How do I send a copy of a Pre Trip Report to someone else?
– The name will appear in the bottom half of the screen.
– Click OK.
– The Report Routing screen will be updated accordingly.
– Click OK.
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As a general user - How do I send a copy of a Pre Trip Report to someone else?
– You will be returned to the Summary and Submission screen.
– Click the Save & Submit button.
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How do I send a copy of a Pre Trip/Expense Report?
General User
Expense Report
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As a general user - How do I send a copy of an Expense Report to someone else?
– Create an expense report and click the Save & Submit Button. The Receipts screen will appear if receipts are required.
– Click the Next button until the Summary and Submission screen appears.
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As a general user - How do I send a copy of an Expense Report to someone else?
– Click the Report Routing button.
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As a general user - How do I send a copy of an Expense Report to someone else?
– Click the Edit link next to Copy. The Send Copy – Select Person screen displays.
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As a general user - How do I send a copy of a Expense Report to someone else?
– Type the last name and click the Look Up button. Select the person, and the name of the selected person displays in the lower half of the screen.
– Click OK.
– Click OK and submit the report.
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How do I send a copy of a Pre Trip/Expense Report?
Approver
Pre Trip Report
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As an approver- How do I send a copy of a Pre Trip Report to someone else?
– Open the Pre Trip Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear. (If there are policy exceptions, that screen will pop up; click OK to close it.) Click the Send Copies button.
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As an approver- How do I send a copy of a Pre Trip Report to someone else?
– Type the name and click the Look Up button.
– Choose the name from the list. The selected name will appear in the lower half of the screen.
– Click OK.
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As an approver- How do I send a copy of a Pre Trip Report to someone else?
– Mouse over the Send Copies button, and a pop-up will display the routing.
– To approve the report, click the Approve Report button.
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How do I send a copy of a Pre Trip/Expense Report?
Approver
Expense Report
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As an approver- How do I send a copy of an Expense Report to someone else?
– Open the Expense Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear.
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As an approver- How do I send a copy of an Expense Report to someone else?
– Click the Send Copies button. Type the last name of the person you would like to send a copy of the Expense Report to and click the Look Up button.
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As an approver- How do I send a copy of an Expense Report to someone else?
– Choose the name of the person from the list. The selected name will appear in the lower half of the screen.
– Click OK. Click OK again.
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As an approver- How do I send a copy of an Expense Report to someone else?
– The number of persons you are sending a copy to will update on the Send Copies button. You can send a copy to multiple people.
– Click Approve Report.
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As an approver- How do I send a copy of an Expense Report to someone else?
– Mouse over the Send Copies button and a pop-up will display the routing.
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