An expense report contains expenses that need to be reviewed and approved. You can edit the expenses in the report until the report has been approved by your approver or admin.
View your expense report
To view your expense report:
Go to Your expense reports.
Select an expense report from the table on the page.
You’ll be directed to the View report page.
What’s displayed in a report?
Report information
Report information is displayed on the View report page.
Dates: Created, submitted, approved and closed dates are displayed near the page heading.
Report name: The report name is shown in bold text. You can edit the report name until the report has been approved.
Approvers: Any approver assigned to approve your expenses is displayed under the report name.
Total: The total dollar amount of all expenses in the report is displayed.
Status: The report status is shown under the total. The status is updated as the report moves through the approval cycle.
Expenses
Below the report information, the expenses in the report are listed in a table. Expense details—like spend date, purpose and amount—are displayed as columns in the table.
To modify how columns appear in the table, select the Manage columns button. You can add new columns and rearrange the order of the columns.
You can also choose how you’d like the expenses to be displayed using the icons near the Manage columns button.
The table option lists all expenses.
The category option lists all expenses, grouped based upon their category.
To view all the details of an expense, select the row. A View expense pop-up will appear.
Comments
Below the report information, you can also select the Comments tab to add and view messages about the report.
Add additional information about the report to the comments. Any comment you leave will be visible to your approver and admins. Your approver and admins can leave comments on the report.
Note: After a comment is sent it can’t be edited or deleted.
History
Below the report information, you can also select the History tab to view a record of all actions taken on the expense report by you or your approver or admin.
Report actions
Select the 3-dot icon in the top right corner to show a list of actions you can take on the report.
Share: Share the report by email.
Download PDF: Download the report in PDF format.
Download Excel: Download the report in Excel format.
Download CSV: Download the report in CSV format.
If you need further assistance with reports, contact our support team at support@capitalone-fylehq.com.