Completing an expense report

DMF

190505 WEB PORTAL EXPENSE REPORTS COMPLETE EXPENSE REPORT

190506 WEB PORTAL EXPENSE REPORTS CANCEL EXPENSE REPORT COMPLETION

Once all the expenses have been added to the current expense report, the employee must complete the expense report to send approval requests to the different approvers set up or to transfer it to the manager for validation.

Important

If adding a receipt was set up as required for one or multiple of the expense types used in the expense report, there is a check during the completion. The expense report cannot be completed if some of the required receipts are missing.

Expense reports containing mileage expenses must be completed in order. Thus, it is not possible to complete an expense report if its date comes after the date of another expense report not completed.

Example

The employee A inputs an expense report for February 2025 and already has another expense report for January 2025. The employee must complete the expense report of January 2025 before the expense report of February 2025.

1 From the header of the expense report in List view, click on Complete.
2 Confirm the completion.

Checks are made depending on the setup of the expense types used in the expense report. If there is no error, the expense report is completed and is displayed with the following state: completed on January 01, 2000.

The expenses associated with this expense report can no longer be modified. If the employee has made mistakes and has the 190506 DMF, the completion can be canceled by clicking on Cancel completion.

The cancellation of the completion of an expense report must be done in order. Thus, it is not possible to cancel the completion of an expense report if there is another expense report after that is also completed.

Example

The employee B has two validated expense reports containing a mileage expense. One for the week of February 17th, 2025 and the other one for the week of February 24th, 2025. If they want to modify the expense report of February 17th, 2025, they must:

  1. cancel termination of the expense report of February 24th, 2025;
  2. cancel termination of the expense report of February 17th, 2025;
  3. modify then complete the expense report of February 17th, 2025;
  4. complete the expense report of February 24th, 2025.