How to Submit an Expense Report to the Invoices Module

Once all required receipts are added to a report, it can be submitted to the Invoices module. To do this:

1. Go to the In Progress tab.
2. Click on a report to open it.
3. Click Submit.

This creates an invoice in New status.  If you need to add additional receipts to a report after it was submitted, click Open Report. This deletes the expense invoice and moves the report back to Open status. This can also be done from the Invoices module.

The expense invoice goes through the same workflow as a standard invoice. The only difference is expense invoices go through approval channels created in the Expenses section of Settings, as opposed to standard invoice approval channels. Once the invoice is paid, the report changes from Submitted to Reimbursed.