Expense Report Types
When it comes to expense reporting there is no “one size fits all” scenario. The type of expense report you create matters. That’s why in web2expense TE (w2e TE) there are three inputs (checkboxes) which control the type of report you can create with the system. They include:
- Report With Travel
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Report With Itinerary
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Report With Authorization
“Expense report with travel” is the most common expense report type. If left unchecked the system unchecks the “Report with Itinerary” checkbox since users can only create an itinerary if they travel. When user checks both “Report with Travel” and “Report with Itinerary” checkboxes the system displays the travel itineraries created by the user.
Expense report authorization is a different business process that is controlled by the Travel Authorization Request (TAR) documents. When the “Report with Authorization” checkbox is checked the system displays all completed travel authorization documents completed in a table for user selection.
Although the TAR business process refers to business travel the process can be used for authorizing any type of expense within w2e TE. When creating an expense report users can create the following expense report types using these checkboxes:
- Expense report with travel, itinerary and authorization.
- Expense report with travel, and authorization (no itinerary).
- Expense report with authorization (no travel).
- Expense report without authorization and travel.
For questions regarding expense report types contact web2expense Customer Support at 1-866-WEB2EXP or send us an email at support@web2expense.com.
To read more about our Expense Reporting process or learn about web2expense in general please visit www.web2expense.com.
