Add and remove items from Expense Reports to ensure that reimbursable payments are assigned to the correct person.
Add an item to an expense report:
- Select each item you'd like to add to the expense report
- Click on 'Add to Expense Report'
- Select an existing Expense Report and click Add
After adding an item to an Expense Report, it'll be moved out of the Inbox and into the Archive.
Remove an item from an expense report:
- Navigate to the 'Inbox' in the Expense Reports section of the menu
- Click into the Expense Report you'd like to edit
- And then click the red cross next to the item(s) you'd like to remove
After you remove an item from an Expense Report, it'll move back to the Inbox.