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1. On your Home Page under Your Top Apps, click View all Apps,
   
   
   
2. Select the Expenses app.  
   
   
3. Select  Create Expense Report. Your selection determines what information displays on the new expense report.
   
   

4. Select Create a New Expense Report.  You copy previous expense reports and modify specific items.  If you have a spend authorization (cash advance) approved, you will have the option to select the authorization to create the expense report (see spend authorization section). 
   Complete all required fields for the expense report information, including Date, and Business Purpose.  If you are creating the expense report on behalf of someone else, make sure the correct cost center is selected.
   
   
   
   
   
   

   Info
   icon false title Note
   Cost Center refers to the department charged for the expense.  By default, every employee is assigned to a cost center, and your expense will bring that default cost center for approval routing.  For Additional Worktags, see the Worktags section below for Project, cost center, and/or location to be associated with your expense report.

   
   

   Info
   New April 2023 Expense reports for employees with multiple positions:  If youhave multiple positions,  the expense report will be associated to your primary position by default.  Click on the position field and select the appropiate position to route the approvals. Image Added

   
   

   Add Transactions

   There are 3 ways to add transactions to your expense report:
   Uploading receipts via your mobile device (Quick Expense)
   Selecting Credit Card transactions (Lynn JPM travel T-EXP brown card holders)
   Click Add / New Expense
   
   

5.  If you added items from a mobile device to process later,  a list of those items would display under Quick Expense
   
   

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6. For Lynn JP Morgan Expense cardholders,  your expenses will show under  Credit Card Transactions. 
   
   
   
   

   Info
   icon false title Note
   JP Morgan expense card transactions will not generate reimbursements to employees. They will follow the department approval process and will debit the department cost center.

   
   
   

7. Click OK.

8. A window will open to report the expense items/lines.
   

9. You can also click plus sign to add an expense.  NOTE:  Your options will change depending on what is available to you.  If you have quick Expenses or Credit Card items not added to any expense report, you will be able to select them. 
     

   or 

   

   
   
   

10. Fill in the expense line. Items with a red asterisk are required.  Drag and drop or click select to add your receipts into Attachment from the file area. 
    
    
    
    

    
    

    
    
    

11. Repeat items 7 and 8 until you added all your expense items.
12. If you need to delete and item from the expense report, click the delete icon on the top right.
    
13. Once you add all items, click Submit.

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