Create New Expense Report

Managing business expenses is easier when they are organized and grouped. That’s where Expense Reports come in.
 

For Example

If you attended a business trip to Riyadh, you may have multiple expenses, such as:

• Hotel bookings

• Meals and client entertainment

• Local transportation

Instead of handling each claim separately, you can create one expense report called “Riyadh Business Trip – July 2025” and attach all related claims in one place.

An expense report acts like a folder that contains multiple expense claims related to the same purpose,  such as a business trip, client meeting, or project.

Instead of submitting separate claims for each expense, you can combine them into one report, making it easier to track, review, and approve.

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• From the main Spend menu, go to the “Expense Report” tab. This page shows all your existing reports. If you are a Team Manager or Admin, you’ll also see your team’s reports and, for admins, organization-wide reports.

• Click “Create New Expense Report” to start.

• Enter Report Name → A clear, descriptive name (e.g., “Riyadh Business Trip – July 2025”) and click "Create".

• Once the report is created, you can attach claims in two ways:

  a. Create New Claims →  by clicking the "Upload Expenses" button to add expenses directly to the report.

  b. Attach Existing Claims → by clicking the "Select Expenses" button to attach claims you’ve already created.

• By clicking "Select Expenses", all the claims' drafts will be displayed to select from. Click inside the checkbox and click "Add to Report".

• The claim will be added, and you can click on the "Edit" or "Remove from Reports" button.

• If you click  Upload Expenses, the system will create a new claim. Click here to get more details about new claims creation.

• Click “Submit Report” once everything is ready. Once submitted, the approval cycle will be displayed to show the current level of approval.

• Your manager or admin will review the entire report and all attached claims.

• They can approve, reject, or return the report for corrections. Click here to get more details about reports' approval.

• After approval, the report is sent to the finance team for reimbursement processing.

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👩‍💼 Admins & Team Managers

If you are a Team Manager or Admin, the Expense Report page provides additional insights:

•  Team’s Reports → View reports submitted by your team.

•  Organization-wide Reports (Admins only) → Get a full company overview.

•  Reports Pending Approval → See how many reports require your action.

• Total Amount Pending → Check the total value of unapproved reports.

•  Total Amount Approved → Track the total approved expenses within your scope.