Expense Reports can be created from a Portal Card in the following places:
Mobile Employee Experience (MEE)
To create or edit an expense report from the MEE, select Expense Reports from the Portal Cards.
The Expense Reports Portal Card will be expanded, and existing Expense Reports will be displayed.
The amount with currency and status of each Expense Report will be shown on the card.
Click on an Expense Report to view or edit it.
To show all existing Expense Reports, click
To create a new Expense Report, click
On the New Expense Report screen, the Host HR Contact of the employee can also be updated by specifying the Name and Email Address of the new contact. Click
to finalize the changes.
To create the new Expense Report, populate the following fields under the New Expense Report section:
Description
Date Covered (From)
Date Covered (To)
Default Submission Currency
Click
to proceed.
You will be redirected to the Expense Report Detail screen, where the employee can then proceed to add values to their available expense accounts.
Note - the expense report accounts and help text on the Expense Report Detail screen will depend on the active Expense Report Template in the Equus Platform.
Identify the following fields for the Expense to be submitted:
Amount
Currency
Expense Date
How Paid
Comments can also be added for the Expense.
The Expense Report can be cancelled and deleted by clicking on
.
Click
to save the current Expense Report as a draft, or click
to proceed.
You can also click on
to return to the MEE.
You will then be redirected to the Payment screen, where you can populate the following fields for the expense:
Payment Method
Address Type
Address Line 1
Address Line 2
Address Line 3
Country
State/Province
City
Postal Code
Delivery Method
Reference
Special Instructions
The Expense Report can be cancelled and deleted by clicking on
.
Click
to save the current Expense Report as a draft, or click
to proceed.
You can also click on
to return to the Detail screen, or on
to return to the MEE.
You will then be finally redirected to the Submittal screen, where you can attach supporting documents for the expense by clicking
. Up to five (5) documents can be uploaded, and the Type, Name, Description should be provided for the Attached Document. You can click on the Name of the Attached Document to view the file.
Click
to submit the Expense Report. You can also click
to return to the Detail screen, or
to return to the MEE.
The Expense Report will now be submitted, and can then be downloaded and viewed by clicking
The output Export Report will display all information provided by the employee for the Expense.
MEE Mobile App
Similarly, an Expense Report can also be created and submitted through the MEE Mobile App. To create or edit an expense report from the MEE Mobile App, select Expense Reports from the Portal Cards.
The Expense Reports Portal Card will then expand displaying existing Expense Reports.
The amount with currency and status of each Expense Report will be shown on the card. Click on an Expense Report to view or edit it.
To show all existing Expense Reports, click
To create a new Expense Report, click
