Start from the EXP Home page and Click on Expense.

Click on the “Add expense submission” bar.

Click on the drop-down menu for Expense Type to select the type of expense you would like to create.

Select the date the transaction was made.

Enter the total amount (CAD) spent and a short description of what the money was spent on. For example, Hotel fees.

To upload a photo/soft copy of your receipt, click on the little folder in the middle. The maximum file size is 3.5MB.

Finally, click on “Submit expense” at the bottom.

On the next page, you will see a pop-up at the bottom indicating that the expense was created successfully, and the entry should now be visible under the “My expense submissions” bar.

To Add to report/Edit/Delete/View the Entry, check the little box beside the transaction date first and then select any of the options.

When you click on “Add to report”, you can either add to an existing report or a create a new expense report

After you click on the “+ New Expense Report” button, enter the expense report name and description, then click “Done”.

In order to submit an Expense for approval, it needs to be added to a “Report”.

How To Submit an Expense

After an expense has been created, it needs to be submitted, through a Report.