A business expense report is a document that companies use to track their spending. Most commonly, it is used by employees to itemize the expenses they are requesting reimbursement for.

Expense reports can also be used to detail expenditures made against an initial employee advance.

To access Expense Report, go to:

Home > Finance > Expense Report

How to create an Expense Report

1. Go to the Expense Report list, click on New.
2. Enter a name for the expense report.
3. Enter From Date, To Date
4. if it is an employee advance, enable the checkbox then select the employee advance
5. In Purchase Invoice Section, Click on the 'New invoice' button to fill the table, enter the Invoice Total, Merchant, and Tax type
6. Save and Submit.

The accountant can click on 'Create Invoice' button In the 'Invoice list' table to create a purchase invoice after submission