Reports and approvals

• Create an expense report

  Group expenses into a report you can submit or export.

• Submit a report

  Send a report on, with a note if you want, and check each expense first if you like.

• What each report status means

  Draft, submitted, approved and the rest.

• Retract or reopen a report

  Take a submitted report back, or return an approved or rejected one to draft.

• Share a report

  Email a PDF link, or add someone who can read it and comment.

• Add report fields

  What a report carries at the top, such as a PO number or a cost center.

• Make reports go out on their own

  Gather each person's ready expenses into a report on a schedule.

• Check expenses against policy rules

  Rules that run when a report is submitted, with findings on the report and each expense.

• Read policy findings

  What the checks found on a report, and what has to happen next.

• Publish your expense policy

  Give every member one place to read what the workspace asks before they spend.

• Set up approvals

  Decide who approves reports, and what skips approval.

• Approve or reject a report

  Clean reports can go in bulk. Open the rest to decide.

• Name a delegate

  Have someone approve and act for you while you are away, with their own name on what they do.

Still stuck?

Write to support@papertotal.com and a person answers by email. Say what you were trying to do and what you saw, and we can start from there.