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How do I send a copy of a Pre Trip/Expense Report?

Communication

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How do I send a copy of a Pre Trip/Expense Report?

This document will divide up the copy feature in the following ways:

– As a general user –

• How do I send a copy of a Pre Trip Report to someone else?

• How do I send a copy of an Expense Report to someone else

– As an approver –

• How do I send a copy of a Pre Trip Report to someone else?

• How do I send a copy of an Expense Report to someone else?

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How do I send a copy of a Pre Trip/Expense Report?

General UserPre Trip Report

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As a general user - How do I send a copy of a Pre Trip Report to someone else?

– Create a Pre Trip Report and click the Save & Submit button. The Summary and Submission screen appears.

– Click the Report Routing button.

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As a general user - How do I send a copy of a Pre Trip Report to someone else?

– Click the Edit link next to Copy.

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As a general user - How do I send a copy of a Pre Trip Report to someone else?

– Type the last name of the person you would like to send a copy of the Pre Trip Report to and click the Look Up button.

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As a general user - How do I send a copy of a Pre Trip Report to someone else?

– The name will appear in the bottom half of the screen.

– Click OK.

– The Report Routing screen will be updated accordingly.

– Click OK.

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As a general user - How do I send a copy of a Pre Trip Report to someone else?

– You will be returned to the Summary and Submission screen.

– Click the Save & Submit button.

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How do I send a copy of a Pre Trip/Expense Report?

General User

Expense Report

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As a general user - How do I send a copy of an Expense Report to someone else?

– Create an expense report and click the Save & Submit Button. The Receipts screen will appear if receipts are required.

– Click the Next button until the Summary and Submission screen appears.

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As a general user - How do I send a copy of an Expense Report to someone else?

– Click the Report Routing button.

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As a general user - How do I send a copy of an Expense Report to someone else?

– Click the Edit link next to Copy. The Send Copy – Select Person screen displays.

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As a general user - How do I send a copy of a Expense Report to someone else?

– Type the last name and click the Look Up button. Select the person, and the name of the selected person displays in the lower half of the screen.

– Click OK.

– Click OK and submit the report.

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How do I send a copy of a Pre Trip/Expense Report?

Approver

Pre Trip Report

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As an approver- How do I send a copy of a Pre Trip Report to someone else?

– Open the Pre Trip Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear. (If there are policy exceptions, that screen will pop up; click OK to close it.) Click the Send Copies button.

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As an approver- How do I send a copy of a Pre Trip Report to someone else?

– Type the name and click the Look Up button.

– Choose the name from the list. The selected name will appear in the lower half of the screen.

– Click OK.

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As an approver- How do I send a copy of a Pre Trip Report to someone else?

– Mouse over the Send Copies button, and a pop-up will display the routing.

– To approve the report, click the Approve Report button.

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How do I send a copy of a Pre Trip/Expense Report?

Approver

Expense Report

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As an approver- How do I send a copy of an Expense Report to someone else?

– Open the Expense Report and audit/review as appropriate. To approve, click the Approve button. The Approval Summary and Confirmation screen will appear.

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As an approver- How do I send a copy of an Expense Report to someone else?

– Click the Send Copies button. Type the last name of the person you would like to send a copy of the Expense Report to and click the Look Up button.

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As an approver- How do I send a copy of an Expense Report to someone else?

– Choose the name of the person from the list. The selected name will appear in the lower half of the screen.

– Click OK. Click OK again.

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As an approver- How do I send a copy of an Expense Report to someone else?

– The number of persons you are sending a copy to will update on the Send Copies button. You can send a copy to multiple people.

– Click Approve Report.

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As an approver- How do I send a copy of an Expense Report to someone else?

– Mouse over the Send Copies button and a pop-up will display the routing.

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