Submit a report
Send a report on, with a note if you want, and check each expense first if you like.
Available on: Every plan
Open the report and choose Submit report. Submit with a note puts a note on the report, and Review one by one takes you through each expense before you submit.
Your policy is checked at this point. A warning shows on the report. A rule set to stop submission keeps the report in draft until the problem is fixed.
An expense on hold stays behind. If every expense on the report is on hold, release one to submit it.
Where there is no approval step, as on Starter, the button reads Mark as done and the report is approved straight away. Otherwise it goes to the approvers your workspace set, unless it qualifies for automatic approval.
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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.