Your company can provide a number of expense forms for various functions such as travel, training, or materials. When you select to create a pre-authorization request or expense report, a list of all available forms appears.
Below is an explanation of the two types of expense forms in e-xpense: pre-authorization request and expense report.
A pre-authorization request is a form that you submit to your approver before incurring an expense. In the request, you describe the planned expenditure and provide a cost estimate. Your approver approves or rejects the request. Find out how to enter pre-authorization requests.
You will know whether you have to fill out a pre-authorization request, because the form will appear on the Create Pre-Authorization Request screen. If you do not see the form on that screen, then you can skip this step and go to the Create Expense Report screen to create a report based on the form.
An expense report is a form that you fill out and submit after incurring the business expense. This form summarizes all the costs and details that actually occurred. You may also need to provide supporting materials, such as receipts. Your approver will inform you of your company’s requirements. Find out how to enter expense reports.